+74.5%
UBER vs IQV
+94.2%
-19.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.0% |
| 7D | -4.5% | -5.3% | +0.8% | -1.5% |
| 30D | -7.6% | +5.5% | -13.1% | -10.5% |
| 3M | +5.8% | +41.2% | -35.5% | -14.2% |
| 6M | +0.3% | +50.5% | -50.3% | -22.7% |
| YTD | -11.2% | +14.1% | -25.3% | -20.6% |
| 1Y | -23.0% | +39.9% | -62.9% | -40.3% |
| 3Y | +53.6% | +20.5% | +33.1% | +24.0% |
| 5Y | +81.9% | -1.2% | +83.1% | +65.9% |
| All | +74.5% | +94.2% | -19.7% | -18.3% |
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