+236.7%
IQV vs WAT
+170.9%
+65.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | +0.1% | +0.8% |
| 7D | -2.2% | -0.3% | -2.0% | -2.1% |
| 30D | +8.3% | -1.9% | +10.2% | +9.4% |
| 3M | +44.6% | +13.5% | +31.1% | +34.0% |
| 6M | +52.6% | +37.2% | +15.3% | +26.2% |
| YTD | +16.1% | +7.5% | +8.6% | +9.6% |
| 1Y | +37.3% | +35.0% | +2.3% | +12.9% |
| 3Y | +21.6% | +55.1% | -33.5% | -11.6% |
| 5Y | +0.5% | -2.8% | +3.3% | -5.0% |
| All | +236.7% | +170.9% | +65.8% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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