+96.5%
UAL vs IQV
+252.5%
-156.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +2.3% | +4.1% | -1.8% | 0.0% |
| 30D | +13.3% | +4.7% | +8.6% | +10.1% |
| 3M | -6.3% | +12.6% | -18.9% | -13.2% |
| 6M | +22.5% | +58.2% | -35.7% | -9.5% |
| YTD | +5.9% | +21.8% | -15.9% | -10.3% |
| 1Y | +24.7% | +25.6% | -1.0% | +3.6% |
| 3Y | +211.6% | +40.1% | +171.5% | +127.0% |
| 5Y | +130.6% | +8.7% | +121.9% | +93.4% |
| 10Y | +96.5% | +255.9% | -159.5% | -18.0% |
| All | +96.5% | +252.5% | -156.0% | -18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling