+515.6%
IQV vs UEC
+638.5%
-123.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.2% | -3.4% |
| 7D | +0.3% | +2.6% | -2.3% | +0.1% |
| 30D | +8.6% | +5.6% | +3.0% | +7.9% |
| 3M | +41.1% | -5.7% | +46.8% | +40.8% |
| 6M | +48.6% | -8.0% | +56.6% | +47.3% |
| YTD | +15.0% | +1.8% | +13.2% | +12.5% |
| 1Y | +38.1% | +0.6% | +37.5% | +33.8% |
| 3Y | +21.4% | +155.2% | -133.8% | +3.9% |
| 5Y | -1.0% | +305.8% | -306.8% | -22.5% |
| 10Y | +233.0% | +943.0% | -710.0% | +115.4% |
| All | +515.6% | +638.5% | -123.0% | +294.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling