+515.6%
IQV vs WCN
+602.3%
-86.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.6% |
| 7D | +0.3% | -0.4% | +0.8% | +0.6% |
| 30D | +8.6% | -2.1% | +10.7% | +10.0% |
| 3M | +41.1% | +6.4% | +34.7% | +36.1% |
| 6M | +48.6% | -3.7% | +52.2% | +50.5% |
| YTD | +15.0% | -6.4% | +21.3% | +18.3% |
| 1Y | +38.1% | -7.9% | +46.1% | +43.2% |
| 3Y | +21.4% | +20.8% | +0.6% | +4.4% |
| 5Y | -1.0% | +29.0% | -30.0% | -18.9% |
| 10Y | +233.0% | +236.4% | -3.4% | +68.7% |
| All | +515.6% | +602.3% | -86.7% | +120.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling