+11.9%
U vs IQV
+19.8%
-7.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | +4.4% | -2.6% | +7.0% | +5.8% |
| 30D | -1.3% | +6.2% | -7.5% | -4.7% |
| 3M | +49.6% | +38.0% | +11.6% | +23.1% |
| 6M | +100.2% | +43.9% | +56.3% | +59.8% |
| YTD | -3.7% | +14.0% | -17.7% | -11.5% |
| 1Y | -6.5% | +35.5% | -42.0% | -22.5% |
| All | +11.9% | +19.8% | -7.9% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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