+1,328.4%
WDC vs IQV
+20.0%
+1,308.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.6% | -4.4% |
| 7D | +4.4% | -5.3% | +9.7% | +5.2% |
| 30D | +5.3% | +5.5% | -0.2% | +4.3% |
| 3M | -5.9% | +41.2% | -47.2% | -13.3% |
| 6M | +73.2% | +50.5% | +22.7% | +55.4% |
| YTD | +167.8% | +14.1% | +153.7% | +160.9% |
| 1Y | +386.0% | +39.9% | +346.1% | +341.5% |
| All | +1,328.4% | +20.0% | +1,308.4% | +1,293.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling