+78.9%
UBER vs IQV
-0.1%
+79.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.0% |
| 7D | -5.4% | -2.2% | -3.2% | -4.4% |
| 30D | -4.9% | +8.3% | -13.2% | -8.3% |
| 3M | +3.0% | +44.6% | -41.5% | -13.4% |
| 6M | -4.4% | +52.6% | -57.0% | -22.3% |
| YTD | -12.3% | +16.1% | -28.4% | -19.8% |
| 1Y | -24.3% | +37.3% | -61.6% | -37.1% |
| 3Y | +46.4% | +21.6% | +24.9% | +25.3% |
| All | +78.9% | -0.1% | +79.0% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling