+510.3%
IQV vs WPM
+668.9%
-158.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -1.9% | -1.0% |
| 7D | -2.6% | +3.9% | -6.5% | -3.0% |
| 30D | +6.2% | +17.7% | -11.5% | +4.4% |
| 3M | +38.0% | +39.4% | -1.5% | +33.1% |
| 6M | +43.9% | +6.4% | +37.5% | +42.3% |
| YTD | +14.0% | +34.0% | -20.0% | +9.9% |
| 1Y | +35.5% | +50.5% | -15.0% | +28.8% |
| 3Y | +20.3% | +280.3% | -260.0% | +3.2% |
| 5Y | -1.6% | +266.3% | -268.0% | -16.2% |
| 10Y | +233.4% | +550.8% | -317.4% | +173.0% |
| All | +510.3% | +668.9% | -158.6% | +382.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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