+45.5%
IQV vs WCN
-8.7%
+54.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -1.1% |
| 7D | +2.3% | -0.6% | +2.9% | +2.5% |
| 30D | +13.4% | +0.4% | +13.0% | +13.3% |
| 3M | +43.3% | +7.3% | +36.0% | +41.6% |
| 6M | +50.5% | -2.5% | +53.0% | +54.3% |
| YTD | +18.8% | -5.4% | +24.2% | +22.6% |
| 1Y | +45.5% | -8.5% | +53.9% | +60.4% |
| All | +45.5% | -8.7% | +54.2% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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