+37.3%
IQV vs WAT
+38.4%
-1.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +28.0% |
| YTD | +16.1% | +7.5% | +8.6% | +6.8% |
| 1Y | +37.3% | +35.0% | +2.3% | +3.6% |
| All | +37.3% | +38.4% | -1.1% | +3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling