+210.6%
UAL vs IQV
+41.0%
+169.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +2.3% | +4.1% | -1.8% | +0.7% |
| 30D | +13.3% | +4.7% | +8.6% | +11.2% |
| 3M | -6.3% | +12.6% | -18.9% | -11.1% |
| 6M | +22.5% | +58.2% | -35.7% | -1.0% |
| YTD | +5.9% | +21.8% | -15.9% | -5.1% |
| 1Y | +24.7% | +25.6% | -1.0% | +10.0% |
| All | +210.6% | +41.0% | +169.6% | +128.4% |
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 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