+165.3%
IWM vs IQV
+236.7%
-71.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | -2.5% | -5.3% | +2.7% | -0.3% |
| 30D | -4.4% | +5.5% | -9.9% | -6.7% |
| 3M | +2.2% | +41.2% | -39.0% | -13.3% |
| 6M | +14.0% | +50.5% | -36.5% | -7.1% |
| YTD | +17.4% | +14.1% | +3.2% | +7.2% |
| 1Y | +22.9% | +39.9% | -17.0% | +1.4% |
| 3Y | +62.1% | +20.5% | +41.6% | +38.0% |
| 5Y | +38.2% | -1.2% | +39.4% | +27.2% |
| All | +165.3% | +236.7% | -71.5% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling