+19.5%
IQV vs WAT
+52.2%
-32.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.6% |
| 7D | -5.3% | -2.9% | -2.4% | -3.7% |
| 30D | +5.5% | -3.2% | +8.7% | +7.4% |
| 3M | +41.2% | +10.6% | +30.7% | +33.4% |
| 6M | +50.5% | +34.0% | +16.5% | +27.9% |
| YTD | +14.1% | +5.7% | +8.4% | +8.8% |
| 1Y | +39.9% | +37.1% | +2.9% | +15.3% |
| All | +19.5% | +52.2% | -32.7% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling