+404.1%
UNP vs IQV
+492.3%
-88.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.7% |
| 7D | -0.7% | +0.3% | -1.1% | -0.9% |
| 30D | -1.1% | +8.6% | -9.7% | -3.9% |
| 3M | +7.9% | +41.1% | -33.3% | -5.0% |
| 6M | +14.6% | +48.6% | -33.9% | -2.2% |
| YTD | +26.6% | +15.0% | +11.6% | +17.3% |
| 1Y | +35.6% | +38.1% | -2.5% | +16.3% |
| 3Y | +45.5% | +21.4% | +24.1% | +26.3% |
| 5Y | +50.0% | -1.0% | +51.0% | +38.2% |
| 10Y | +271.8% | +233.0% | +38.9% | +101.1% |
| All | +404.1% | +492.3% | -88.3% | +137.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling