+37.3%
IQV vs WCN
-9.1%
+46.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -2.2% | -3.1% | +0.9% | -1.3% |
| 30D | +8.3% | -3.4% | +11.7% | +9.4% |
| 3M | +44.6% | +3.0% | +41.6% | +44.4% |
| 6M | +52.6% | -3.8% | +56.3% | +56.1% |
| YTD | +16.1% | -8.3% | +24.4% | +20.8% |
| 1Y | +37.3% | -9.7% | +47.0% | +47.0% |
| All | +37.3% | -9.1% | +46.4% | +47.0% |
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