+5.5%
URI vs IQV
+46.0%
-40.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.6% |
| 7D | -2.0% | +2.3% | -4.3% | -2.0% |
| 30D | -12.9% | +13.4% | -26.4% | -13.2% |
| 3M | -6.7% | +43.3% | -50.0% | -8.4% |
| 6M | +19.0% | +50.5% | -31.5% | +16.8% |
| YTD | +25.5% | +18.8% | +6.7% | +29.4% |
| 1Y | +5.5% | +45.5% | -39.9% | +2.3% |
| All | +5.5% | +46.0% | -40.4% | +2.3% |
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