-1.4%
IQV vs WEC
+31.3%
-32.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.6% |
| 7D | -2.6% | +0.4% | -3.0% | -2.7% |
| 30D | +6.2% | +0.9% | +5.3% | +5.7% |
| 3M | +38.0% | -5.3% | +43.3% | +40.5% |
| 6M | +43.9% | -6.6% | +50.5% | +46.7% |
| YTD | +14.0% | +3.3% | +10.7% | +11.2% |
| 1Y | +35.5% | +2.1% | +33.4% | +32.3% |
| 3Y | +20.3% | +39.6% | -19.2% | +0.6% |
| All | -1.4% | +31.3% | -32.7% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling