-26.2%
UPS vs IQV
+20.0%
-46.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.7% |
| 7D | -3.4% | -5.3% | +1.9% | -2.4% |
| 30D | -2.7% | +5.5% | -8.3% | -3.8% |
| 3M | -1.6% | +41.2% | -42.9% | -9.1% |
| 6M | +2.3% | +50.5% | -48.2% | -7.3% |
| YTD | +5.6% | +14.1% | -8.6% | +1.8% |
| 1Y | +27.1% | +39.9% | -12.9% | +15.3% |
| All | -26.2% | +20.0% | -46.2% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling