+2.5%
WFC vs IQV
+25.1%
-22.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.8% | +2.2% |
| 7D | +4.5% | -5.5% | +10.0% | +4.9% |
| 30D | +7.4% | -0.9% | +8.2% | +7.4% |
| 3M | -0.5% | +15.6% | -16.1% | -1.6% |
| 6M | +11.7% | +63.9% | -52.2% | +6.7% |
| YTD | -4.6% | +17.0% | -21.7% | -6.5% |
| 1Y | +2.5% | +25.0% | -22.5% | -1.4% |
| All | +2.5% | +25.1% | -22.6% | -1.4% |
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