+1,182.4%
URI vs IQV
+252.3%
+930.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.4% |
| 7D | -6.0% | +4.8% | -10.8% | -8.3% |
| 30D | +4.6% | +5.9% | -1.3% | +1.3% |
| 3M | -2.7% | +13.7% | -16.4% | -9.8% |
| 6M | +18.4% | +54.0% | -35.6% | -9.6% |
| YTD | +37.4% | +22.1% | +15.3% | +16.6% |
| 1Y | +30.4% | +29.1% | +1.2% | +6.7% |
| 3Y | +147.9% | +40.4% | +107.5% | +80.9% |
| 5Y | +202.1% | +9.1% | +192.9% | +156.6% |
| 10Y | +1,182.4% | +251.2% | +931.2% | +529.3% |
| All | +1,182.4% | +252.3% | +930.1% | +529.3% |
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 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