+19.3%
IQV vs WEC
+40.3%
-20.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.7% |
| 7D | -2.6% | +0.4% | -3.0% | -2.7% |
| 30D | +6.2% | +0.9% | +5.3% | +5.9% |
| 3M | +38.0% | -5.3% | +43.3% | +39.4% |
| 6M | +43.9% | -6.6% | +50.5% | +45.6% |
| YTD | +14.0% | +3.3% | +10.7% | +11.7% |
| 1Y | +35.5% | +2.1% | +33.4% | +32.6% |
| All | +19.3% | +40.3% | -20.9% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling