+1,160.8%
WDC vs IQV
+498.2%
+662.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.8% |
| 7D | -4.3% | -2.2% | -2.1% | -3.4% |
| 30D | -1.5% | +8.3% | -9.8% | -5.7% |
| 3M | -15.5% | +44.6% | -60.1% | -32.8% |
| 6M | +66.5% | +52.6% | +13.9% | +26.4% |
| YTD | +159.9% | +16.1% | +143.7% | +126.5% |
| 1Y | +366.0% | +37.3% | +328.7% | +267.5% |
| 3Y | +1,285.8% | +21.6% | +1,264.3% | +1,003.7% |
| 5Y | +925.6% | +0.5% | +925.1% | +796.9% |
| 10Y | +1,206.5% | +239.7% | +966.9% | +453.5% |
| All | +1,160.8% | +498.2% | +662.6% | +343.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling