+18.4%
IWM vs IQV
+21.2%
-2.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | +1.4% | -2.5% | +3.9% | +1.7% |
| 30D | +2.3% | +1.2% | +1.1% | +2.1% |
| 3M | -8.3% | +9.8% | -18.1% | -9.2% |
| 6M | -1.3% | +53.8% | -55.1% | -6.9% |
| YTD | +13.5% | +17.6% | -4.1% | +11.1% |
| 1Y | +18.4% | +18.6% | -0.2% | +15.2% |
| All | +18.4% | +21.2% | -2.8% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling