+59.7%
WM vs IQV
+9.4%
+50.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -2.4% |
| 7D | +1.2% | +1.7% | -0.5% | +1.0% |
| 30D | +13.1% | +5.3% | +7.8% | +12.2% |
| 3M | +3.6% | +17.0% | -13.3% | +1.3% |
| 6M | +8.1% | +54.0% | -46.0% | +1.5% |
| YTD | +8.9% | +20.6% | -11.7% | +5.4% |
| 1Y | +20.3% | +28.9% | -8.6% | +15.2% |
| 3Y | +46.2% | +37.0% | +9.2% | +36.2% |
| All | +59.7% | +9.4% | +50.4% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling