-0.5%
UNH vs IQV
-0.1%
-0.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.7% |
| 7D | -4.5% | -2.2% | -2.3% | -4.1% |
| 30D | -6.5% | +8.3% | -14.8% | -8.1% |
| 3M | -6.0% | +44.6% | -50.6% | -13.3% |
| 6M | +33.7% | +52.6% | -18.9% | +21.3% |
| YTD | +16.4% | +16.1% | +0.3% | +11.7% |
| 1Y | +10.1% | +37.3% | -27.2% | +1.4% |
| 3Y | -16.3% | +21.6% | -37.9% | -22.9% |
| All | -0.5% | -0.1% | -0.4% | -5.0% |
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