+511.0%
IQV vs UUUU
+94.7%
+416.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.7% |
| 7D | -5.3% | -5.0% | -0.3% | -4.9% |
| 30D | +5.5% | -7.8% | +13.3% | +6.1% |
| 3M | +41.2% | -0.4% | +41.7% | +40.3% |
| 6M | +50.5% | -32.9% | +83.4% | +53.6% |
| YTD | +14.1% | -6.3% | +20.4% | +11.5% |
| 1Y | +39.9% | +7.9% | +32.0% | +32.6% |
| 3Y | +20.5% | +85.2% | -64.7% | +3.8% |
| 5Y | -1.2% | +97.0% | -98.2% | -18.6% |
| 10Y | +233.9% | +492.6% | -258.8% | +120.6% |
| All | +511.0% | +94.7% | +416.3% | +316.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling