+277.6%
UNP vs IQV
+242.6%
+35.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.1% |
| 7D | -1.8% | -2.2% | +0.4% | -1.1% |
| 30D | -2.7% | +8.3% | -11.0% | -5.4% |
| 3M | +6.5% | +44.6% | -38.1% | -7.0% |
| 6M | +14.4% | +52.6% | -38.2% | -3.4% |
| YTD | +24.8% | +16.1% | +8.7% | +15.3% |
| 1Y | +34.4% | +37.3% | -2.9% | +15.5% |
| 3Y | +43.6% | +21.6% | +22.0% | +24.6% |
| 5Y | +53.2% | +0.5% | +52.7% | +40.7% |
| All | +277.6% | +242.6% | +35.0% | +104.6% |
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