+52.6%
IQV vs WETO
-94.8%
+147.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.4% | +7.2% | +1.7% |
| 7D | -2.2% | -4.3% | +2.1% | -2.3% |
| 30D | +8.3% | -39.9% | +48.2% | +9.3% |
| 3M | +44.6% | -97.9% | +142.5% | +47.1% |
| 6M | +52.6% | -95.0% | +147.6% | +54.3% |
| All | +52.6% | -94.8% | +147.4% | +54.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling