+2.4%
IQV vs UUUU
+79.1%
-76.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.1% |
| 7D | -2.2% | -10.5% | +8.3% | -1.5% |
| 30D | +8.3% | -10.5% | +18.8% | +9.0% |
| 3M | +44.6% | -14.1% | +58.7% | +45.6% |
| 6M | +52.6% | -35.5% | +88.0% | +56.1% |
| YTD | +16.1% | -10.9% | +27.1% | +13.5% |
| 1Y | +37.3% | +3.4% | +33.9% | +29.3% |
| 3Y | +21.6% | +73.1% | -51.6% | +2.3% |
| All | +2.4% | +79.1% | -76.7% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling