+40.4%
IQV vs WETO
-99.4%
+139.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.4% | +7.2% | +1.7% |
| 7D | -2.2% | -4.3% | +2.1% | -2.2% |
| 30D | +8.3% | -39.9% | +48.2% | +8.7% |
| 3M | +44.6% | -97.9% | +142.5% | +47.4% |
| 6M | +52.6% | -95.0% | +147.6% | +53.7% |
| YTD | +16.1% | -97.2% | +113.3% | +17.2% |
| 1Y | +37.3% | -98.9% | +136.2% | +38.7% |
| All | +40.4% | -99.4% | +139.8% | +41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling