+308.7%
WMB vs IQV
+511.9%
-203.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.6% | +0.6% |
| 7D | +0.6% | +2.3% | -1.7% | -0.2% |
| 30D | +3.3% | +13.4% | -10.2% | -1.2% |
| 3M | +3.1% | +43.3% | -40.2% | -9.8% |
| 6M | -0.7% | +50.5% | -51.2% | -15.7% |
| YTD | +25.2% | +18.8% | +6.4% | +14.4% |
| 1Y | +32.9% | +45.5% | -12.6% | +11.3% |
| 3Y | +140.6% | +19.4% | +121.2% | +107.4% |
| 5Y | +273.5% | +1.7% | +271.7% | +234.7% |
| 10Y | +334.2% | +247.9% | +86.3% | +90.2% |
| All | +308.7% | +511.9% | -203.2% | +48.4% |
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 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