+21.6%
IQV vs WAB
+167.4%
-145.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.4% |
| 7D | -2.2% | +0.1% | -2.4% | -2.3% |
| 30D | +8.3% | -4.1% | +12.4% | +9.9% |
| 3M | +44.6% | +8.2% | +36.4% | +39.3% |
| 6M | +52.6% | +15.4% | +37.2% | +41.6% |
| YTD | +16.1% | +33.1% | -17.0% | 0.0% |
| 1Y | +37.3% | +48.1% | -10.8% | +11.7% |
| 3Y | +21.6% | +167.7% | -146.2% | -27.4% |
| All | +21.6% | +167.4% | -145.8% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 3y: compounded portfolio wealth divided by compounded WAB 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…
3y analysis · Full analysis span regression · 6 months rolling