+19.3%
IQV vs URA
+116.4%
-97.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.5% | -0.7% |
| 7D | -2.6% | +5.7% | -8.3% | -3.1% |
| 30D | +6.2% | +5.6% | +0.6% | +5.6% |
| 3M | +38.0% | +6.2% | +31.8% | +37.0% |
| 6M | +43.9% | -8.2% | +52.2% | +44.7% |
| YTD | +14.0% | +9.7% | +4.3% | +11.7% |
| 1Y | +35.5% | +17.0% | +18.5% | +30.4% |
| All | +19.3% | +116.4% | -97.1% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling