+26.1%
IQV vs WETO
-99.3%
+125.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +0.4% |
| 7D | -3.7% | +4.4% | -8.1% | -3.7% |
| 30D | +1.9% | -17.8% | +19.7% | +1.9% |
| 3M | +12.2% | -83.1% | +95.3% | +12.5% |
| 6M | +50.1% | -98.3% | +148.5% | +51.6% |
| YTD | +17.5% | -99.0% | +116.5% | +22.0% |
| 1Y | +26.1% | -99.3% | +125.4% | +33.7% |
| All | +26.1% | -99.3% | +125.4% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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