+125.0%
URI vs IQV
+18.7%
+106.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.4% |
| 7D | +2.5% | +0.3% | +2.2% | +2.4% |
| 30D | -12.5% | +8.6% | -21.1% | -14.6% |
| 3M | -6.2% | +41.1% | -47.3% | -16.2% |
| 6M | +25.9% | +48.6% | -22.7% | +9.4% |
| YTD | +26.2% | +15.0% | +11.2% | +20.7% |
| 1Y | +5.5% | +38.1% | -32.6% | -7.5% |
| 3Y | +125.0% | +21.4% | +103.6% | +97.6% |
| All | +125.0% | +18.7% | +106.3% | +97.6% |
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