+228.4%
UNH vs IQV
+242.6%
-14.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -3.0% |
| 7D | -4.5% | -2.2% | -2.3% | -3.8% |
| 30D | -6.5% | +8.3% | -14.8% | -9.3% |
| 3M | -6.0% | +44.6% | -50.6% | -18.4% |
| 6M | +33.7% | +52.6% | -18.9% | +12.7% |
| YTD | +16.4% | +16.1% | +0.3% | +7.6% |
| 1Y | +10.1% | +37.3% | -27.2% | -5.0% |
| 3Y | -16.3% | +21.6% | -37.9% | -27.6% |
| 5Y | +2.1% | +0.5% | +1.6% | -6.5% |
| All | +228.4% | +242.6% | -14.2% | +73.7% |
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