+428.3%
WELL vs IQV
+511.9%
-83.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.6% | -1.6% |
| 7D | -0.8% | +2.3% | -3.1% | -1.5% |
| 30D | -0.1% | +13.4% | -13.5% | -3.9% |
| 3M | +18.0% | +43.3% | -25.3% | +4.9% |
| 6M | +15.0% | +50.5% | -35.5% | -0.4% |
| YTD | +28.6% | +18.8% | +9.8% | +19.0% |
| 1Y | +42.9% | +45.5% | -2.5% | +22.4% |
| 3Y | +203.0% | +19.4% | +183.7% | +168.2% |
| 5Y | +206.9% | +1.7% | +205.2% | +181.9% |
| 10Y | +339.5% | +247.9% | +91.5% | +168.5% |
| All | +428.3% | +511.9% | -83.6% | +194.7% |
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