+29.8%
WELL vs IQV
+21.2%
+8.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.3% |
| 7D | +0.1% | -2.5% | +2.6% | 0.0% |
| 30D | +5.7% | +1.2% | +4.5% | +5.7% |
| 3M | +4.6% | +9.8% | -5.1% | +5.4% |
| 6M | +11.9% | +53.8% | -41.9% | +16.4% |
| YTD | +33.6% | +17.6% | +16.0% | +36.2% |
| 1Y | +29.8% | +18.6% | +11.2% | +32.3% |
| All | +29.8% | +21.2% | +8.5% | +32.3% |
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