+236.7%
IQV vs WCN
+235.9%
+0.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -2.2% | -3.1% | +0.9% | -0.2% |
| 30D | +8.3% | -3.4% | +11.7% | +10.7% |
| 3M | +44.6% | +3.0% | +41.6% | +41.9% |
| 6M | +52.6% | -3.8% | +56.3% | +54.6% |
| YTD | +16.1% | -8.3% | +24.4% | +21.4% |
| 1Y | +37.3% | -9.7% | +47.0% | +44.6% |
| 3Y | +21.6% | +17.2% | +4.4% | +4.3% |
| 5Y | +0.5% | +25.3% | -24.8% | -18.8% |
| All | +236.7% | +235.9% | +0.8% | +63.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling