+37.3%
IQV vs WCC
+66.6%
-29.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.7% |
| 7D | -2.2% | +1.5% | -3.8% | -2.2% |
| 30D | +8.3% | -2.1% | +10.4% | +8.3% |
| 3M | +44.6% | +3.8% | +40.8% | +44.7% |
| 6M | +52.6% | +35.0% | +17.6% | +43.3% |
| YTD | +16.1% | +46.4% | -30.2% | +6.3% |
| 1Y | +37.3% | +63.0% | -25.7% | +21.8% |
| All | +37.3% | +66.6% | -29.3% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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