-9.0%
AUR vs IQV
+25.1%
-34.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.6% |
| 7D | -19.8% | -5.5% | -14.4% | -18.6% |
| 30D | -29.0% | -0.9% | -28.2% | -28.8% |
| 3M | -43.6% | +15.6% | -59.2% | -45.4% |
| 6M | -36.6% | +63.9% | -100.6% | -47.6% |
| YTD | +6.3% | +17.0% | -10.8% | +1.8% |
| 1Y | -9.0% | +25.0% | -34.1% | -16.1% |
| All | -9.0% | +25.1% | -34.1% | -16.1% |
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