+535.9%
IQV vs WEC
+276.9%
+259.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +2.3% | -0.3% | +2.6% | +2.4% |
| 30D | +13.4% | -1.3% | +14.7% | +13.8% |
| 3M | +43.3% | -3.9% | +47.2% | +45.1% |
| 6M | +50.5% | -8.3% | +58.8% | +54.3% |
| YTD | +18.8% | +3.1% | +15.7% | +16.6% |
| 1Y | +45.5% | +1.9% | +43.5% | +42.9% |
| 3Y | +19.4% | +41.9% | -22.6% | +3.1% |
| 5Y | +1.7% | +30.8% | -29.1% | -9.8% |
| 10Y | +247.9% | +141.9% | +106.0% | +167.0% |
| All | +535.9% | +276.9% | +259.0% | +340.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling