+349.8%
WELL vs IQV
+242.6%
+107.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.6% |
| 7D | -0.2% | -2.2% | +2.0% | +0.5% |
| 30D | +2.3% | +8.3% | -6.0% | -0.4% |
| 3M | +12.3% | +44.6% | -32.3% | -1.3% |
| 6M | +15.6% | +52.6% | -37.0% | -1.4% |
| YTD | +28.3% | +16.1% | +12.2% | +19.0% |
| 1Y | +41.9% | +37.3% | +4.6% | +22.7% |
| 3Y | +198.3% | +21.6% | +176.8% | +158.5% |
| 5Y | +206.4% | +0.5% | +205.9% | +181.0% |
| All | +349.8% | +242.6% | +107.2% | +170.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling