+198.7%
WELL vs IQV
+19.8%
+178.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -1.1% | -2.6% | +1.5% | -1.0% |
| 30D | +0.7% | +6.2% | -5.4% | +0.3% |
| 3M | +14.5% | +38.0% | -23.5% | +11.7% |
| 6M | +14.4% | +43.9% | -29.5% | +11.2% |
| YTD | +28.5% | +14.0% | +14.5% | +28.0% |
| 1Y | +41.8% | +35.5% | +6.3% | +37.3% |
| All | +198.7% | +19.8% | +178.9% | +186.7% |
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 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