+957.1%
WDC vs IQV
-1.9%
+959.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.6% | -4.5% |
| 7D | +4.4% | -5.3% | +9.7% | +6.0% |
| 30D | +5.3% | +5.5% | -0.2% | +3.4% |
| 3M | -5.9% | +41.2% | -47.2% | -18.2% |
| 6M | +73.2% | +50.5% | +22.7% | +45.3% |
| YTD | +167.8% | +14.1% | +153.7% | +150.3% |
| 1Y | +386.0% | +39.9% | +346.1% | +313.7% |
| 3Y | +1,309.7% | +20.5% | +1,289.2% | +1,138.4% |
| 5Y | +957.1% | -1.2% | +958.3% | +844.7% |
| All | +957.1% | -1.9% | +959.0% | +844.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling