+32.9%
URI vs IQV
+25.1%
+7.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.8% | -4.4% |
| 7D | -4.3% | -5.5% | +1.1% | -4.4% |
| 30D | +4.6% | -0.9% | +5.5% | +4.6% |
| 3M | -2.1% | +15.6% | -17.7% | -2.1% |
| 6M | +21.9% | +63.9% | -42.0% | +21.1% |
| YTD | +39.7% | +17.0% | +22.7% | +44.5% |
| 1Y | +32.9% | +25.0% | +7.8% | +30.1% |
| All | +32.9% | +25.1% | +7.8% | +30.1% |
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