+535.9%
IQV vs URA
+92.1%
+443.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | +2.3% | +1.1% | +1.2% | +2.1% |
| 30D | +13.4% | +7.4% | +6.0% | +11.5% |
| 3M | +43.3% | -8.4% | +51.7% | +45.0% |
| 6M | +50.5% | -12.7% | +63.2% | +52.6% |
| YTD | +18.8% | +7.8% | +11.0% | +13.5% |
| 1Y | +45.5% | +19.5% | +26.0% | +33.4% |
| 3Y | +19.4% | +116.4% | -97.1% | -10.6% |
| 5Y | +1.7% | +134.3% | -132.6% | -28.8% |
| 10Y | +247.9% | +359.3% | -111.3% | +79.3% |
| All | +535.9% | +92.1% | +443.8% | +255.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling