+417.4%
WDC vs IQV
+46.0%
+371.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +5.7% |
| 7D | +1.7% | +2.3% | -0.6% | +2.0% |
| 30D | -10.0% | +13.4% | -23.4% | -8.8% |
| 3M | -18.8% | +43.3% | -62.0% | -17.8% |
| 6M | +79.0% | +50.5% | +28.5% | +78.2% |
| YTD | +171.6% | +18.8% | +152.8% | +190.7% |
| 1Y | +417.4% | +45.5% | +371.9% | +391.4% |
| All | +417.4% | +46.0% | +371.4% | +391.4% |
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