+25.0%
IQV vs UEC
-46.3%
+71.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +0.5% |
| 7D | -5.5% | -13.8% | +8.3% | -5.3% |
| 30D | -0.9% | -23.1% | +22.2% | -0.7% |
| 3M | +15.6% | -31.5% | +47.1% | +15.8% |
| 6M | +63.9% | -51.5% | +115.4% | +66.1% |
| YTD | +17.0% | -38.4% | +55.5% | +18.6% |
| 1Y | +25.0% | -44.7% | +69.7% | +26.8% |
| All | +25.0% | -46.3% | +71.4% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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