+236.7%
IQV vs WU
-39.1%
+275.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.2% | +1.5% |
| 7D | -2.2% | -3.5% | +1.2% | -0.8% |
| 30D | +8.3% | -2.9% | +11.2% | +9.5% |
| 3M | +44.6% | -2.3% | +46.8% | +43.4% |
| 6M | +52.6% | -25.4% | +77.9% | +69.0% |
| YTD | +16.1% | -21.2% | +37.3% | +25.3% |
| 1Y | +37.3% | -8.9% | +46.1% | +37.7% |
| 3Y | +21.6% | -29.0% | +50.5% | +34.1% |
| 5Y | +0.5% | -50.7% | +51.2% | +25.9% |
| All | +236.7% | -39.1% | +275.8% | +268.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling