+52.1%
WM vs IQV
-1.9%
+54.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.1% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -4.3% | +8.6% | -12.9% | -5.5% |
| 3M | +0.8% | +41.1% | -40.4% | -4.2% |
| 6M | -10.8% | +48.6% | -59.3% | -16.0% |
| YTD | -0.1% | +15.0% | -15.0% | -2.6% |
| 1Y | +1.0% | +38.1% | -37.1% | -4.7% |
| 3Y | +45.1% | +21.4% | +23.7% | +38.2% |
| 5Y | +52.1% | -1.0% | +53.1% | +50.3% |
| All | +52.1% | -1.9% | +54.0% | +50.3% |
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 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