+515.6%
IQV vs WWD
+925.4%
-409.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -2.5% |
| 7D | +0.3% | +0.8% | -0.5% | +0.1% |
| 30D | +8.6% | -6.4% | +15.0% | +10.8% |
| 3M | +41.1% | -5.6% | +46.7% | +42.3% |
| 6M | +48.6% | -9.1% | +57.7% | +50.8% |
| YTD | +15.0% | +12.5% | +2.5% | +6.7% |
| 1Y | +38.1% | +41.3% | -3.2% | +16.9% |
| 3Y | +21.4% | +170.2% | -148.8% | -21.8% |
| 5Y | -1.0% | +192.5% | -193.5% | -39.7% |
| 10Y | +233.0% | +476.9% | -243.9% | +49.3% |
| All | +515.6% | +925.4% | -409.9% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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