+19.5%
IQV vs WCC
+121.8%
-102.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.4% | +0.8% |
| 7D | -5.3% | +1.7% | -6.9% | -5.7% |
| 30D | +5.5% | -6.1% | +11.6% | +6.7% |
| 3M | +41.2% | +3.1% | +38.2% | +38.7% |
| 6M | +50.5% | +28.2% | +22.3% | +37.4% |
| YTD | +14.1% | +41.1% | -26.9% | +0.8% |
| 1Y | +39.9% | +61.3% | -21.4% | +18.1% |
| All | +19.5% | +121.8% | -102.3% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling