+515.6%
IQV vs WCC
+397.1%
+118.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.7% | -3.9% |
| 7D | +0.3% | +8.5% | -8.2% | -2.0% |
| 30D | +8.6% | -1.0% | +9.6% | +8.6% |
| 3M | +41.1% | +2.1% | +39.0% | +38.3% |
| 6M | +48.6% | +36.8% | +11.7% | +32.0% |
| YTD | +15.0% | +47.7% | -32.7% | -0.6% |
| 1Y | +38.1% | +66.5% | -28.4% | +14.5% |
| 3Y | +21.4% | +134.2% | -112.8% | -13.5% |
| 5Y | -1.0% | +231.6% | -232.7% | -39.3% |
| 10Y | +233.0% | +508.1% | -275.1% | +37.7% |
| All | +515.6% | +397.1% | +118.4% | +177.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling