+515.6%
IQV vs WU
-11.3%
+526.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.2% |
| 7D | +0.3% | -0.8% | +1.2% | +0.7% |
| 30D | +8.6% | -1.1% | +9.7% | +8.9% |
| 3M | +41.1% | -1.8% | +42.9% | +39.8% |
| 6M | +48.6% | -23.9% | +72.5% | +62.6% |
| YTD | +15.0% | -20.4% | +35.4% | +23.2% |
| 1Y | +38.1% | -10.6% | +48.7% | +39.9% |
| 3Y | +21.4% | -27.7% | +49.1% | +32.6% |
| 5Y | -1.0% | -51.1% | +50.1% | +22.8% |
| 10Y | +233.0% | -40.7% | +273.7% | +269.7% |
| All | +515.6% | -11.3% | +526.8% | +499.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling