+19.5%
IQV vs WU
-29.2%
+48.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | -5.3% | -5.0% | -0.3% | -3.5% |
| 30D | +5.5% | -2.3% | +7.8% | +6.2% |
| 3M | +41.2% | -3.2% | +44.5% | +40.3% |
| 6M | +50.5% | -25.0% | +75.6% | +66.8% |
| YTD | +14.1% | -21.7% | +35.8% | +23.4% |
| 1Y | +39.9% | -9.0% | +48.9% | +38.8% |
| All | +19.5% | -29.2% | +48.6% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling