+37.3%
IQV vs URA
+7.9%
+29.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.0% | +1.8% |
| 7D | -2.2% | -5.5% | +3.3% | -2.1% |
| 30D | +8.3% | -3.7% | +12.0% | +8.3% |
| 3M | +44.6% | -2.9% | +47.5% | +45.2% |
| 6M | +52.6% | -15.2% | +67.8% | +54.2% |
| YTD | +16.1% | +1.9% | +14.3% | +17.2% |
| 1Y | +37.3% | +6.9% | +30.3% | +40.8% |
| All | +37.3% | +7.9% | +29.3% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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