+25.0%
IQV vs WY
+0.3%
+24.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.6% | -5.2% | -0.1% |
| 7D | -5.5% | +13.3% | -18.8% | -7.0% |
| 30D | -0.9% | +17.6% | -18.5% | -3.1% |
| 3M | +15.6% | -15.0% | +30.6% | +19.1% |
| 6M | +63.9% | -5.9% | +69.8% | +66.9% |
| YTD | +17.0% | -5.7% | +22.8% | +16.7% |
| 1Y | +25.0% | -0.2% | +25.3% | +22.4% |
| All | +25.0% | +0.3% | +24.7% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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