+30.6%
UPS vs IQV
+25.1%
+5.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.5% | +4.3% | +4.7% |
| 7D | +8.2% | -5.5% | +13.7% | +8.4% |
| 30D | +22.7% | -0.9% | +23.6% | +22.7% |
| 3M | +6.4% | +15.6% | -9.2% | +6.0% |
| 6M | +22.6% | +63.9% | -41.3% | +18.4% |
| YTD | +20.7% | +17.0% | +3.7% | +18.3% |
| 1Y | +30.6% | +25.0% | +5.6% | +24.1% |
| All | +30.6% | +25.1% | +5.5% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling