-37.5%
U vs IQV
+61.6%
-99.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +5.0% |
| 7D | +4.5% | +0.3% | +4.1% | +4.0% |
| 30D | -0.6% | +8.6% | -9.2% | -7.0% |
| 3M | +48.4% | +41.1% | +7.3% | +10.7% |
| 6M | +115.4% | +48.6% | +66.8% | +52.0% |
| YTD | -3.2% | +15.0% | -18.2% | -15.2% |
| 1Y | -6.0% | +38.1% | -44.2% | -30.6% |
| 3Y | +13.5% | +21.4% | -7.9% | -12.1% |
| 5Y | -68.0% | -1.0% | -67.0% | -70.6% |
| All | -37.5% | +61.6% | -99.1% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling