+45.5%
IQV vs WSM
+19.9%
+25.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -2.0% |
| 7D | +2.3% | -3.3% | +5.6% | +3.3% |
| 30D | +13.4% | -8.4% | +21.8% | +16.4% |
| 3M | +43.3% | +9.7% | +33.6% | +38.6% |
| 6M | +50.5% | +16.7% | +33.9% | +42.5% |
| YTD | +18.8% | +28.7% | -9.9% | +10.2% |
| 1Y | +45.5% | +13.7% | +31.8% | +38.0% |
| All | +45.5% | +19.9% | +25.6% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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