+1,271.8%
URI vs IQV
+233.5%
+1,038.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.8% |
| 7D | +5.0% | -2.6% | +7.6% | +6.4% |
| 30D | -9.4% | +6.2% | -15.6% | -12.6% |
| 3M | -5.8% | +38.0% | -43.8% | -22.9% |
| 6M | +25.8% | +43.9% | -18.1% | -1.8% |
| YTD | +27.9% | +14.0% | +13.9% | +13.0% |
| 1Y | +9.7% | +35.5% | -25.8% | -13.8% |
| 3Y | +128.0% | +20.3% | +107.6% | +83.5% |
| 5Y | +212.4% | -1.6% | +214.0% | +182.6% |
| 10Y | +1,271.8% | +233.4% | +1,038.4% | +527.2% |
| All | +1,271.8% | +233.5% | +1,038.4% | +527.2% |
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