-18.3%
WDAY vs IQV
+39.4%
-57.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -10.5% | -5.3% | -5.3% | -7.9% |
| 30D | +2.1% | +5.5% | -3.4% | -0.5% |
| 3M | +34.6% | +41.2% | -6.6% | +14.0% |
| 6M | +29.9% | +50.5% | -20.6% | +7.5% |
| YTD | -13.8% | +14.1% | -28.0% | -21.9% |
| All | -18.3% | +39.4% | -57.7% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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