+72.4%
UBER vs IQV
+97.6%
-25.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.2% |
| 7D | -5.4% | -2.2% | -3.2% | -4.2% |
| 30D | -4.9% | +8.3% | -13.2% | -9.2% |
| 3M | +3.0% | +44.6% | -41.5% | -17.6% |
| 6M | -4.4% | +52.6% | -57.0% | -26.9% |
| YTD | -12.3% | +16.1% | -28.4% | -22.4% |
| 1Y | -24.3% | +37.3% | -61.6% | -40.5% |
| 3Y | +46.4% | +21.6% | +24.9% | +17.8% |
| 5Y | +79.7% | +0.5% | +79.2% | +62.2% |
| All | +72.4% | +97.6% | -25.2% | -20.1% |
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