+510.3%
IQV vs WY
+18.6%
+491.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.7% |
| 7D | -2.6% | -1.7% | -0.9% | -1.8% |
| 30D | +6.2% | -9.9% | +16.0% | +11.5% |
| 3M | +38.0% | -7.5% | +45.5% | +42.8% |
| 6M | +43.9% | -5.1% | +49.1% | +46.4% |
| YTD | +14.0% | -2.1% | +16.1% | +13.3% |
| 1Y | +35.5% | -7.3% | +42.9% | +38.1% |
| 3Y | +20.3% | -22.6% | +43.0% | +32.9% |
| 5Y | -1.6% | -19.8% | +18.1% | +6.3% |
| 10Y | +233.4% | +9.6% | +223.9% | +183.7% |
| All | +510.3% | +18.6% | +491.7% | +415.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling