+199.3%
URI vs IQV
+10.6%
+188.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +5.8% |
| 7D | -4.0% | +7.9% | -11.9% | -6.9% |
| 30D | +6.8% | +7.3% | -0.5% | +3.7% |
| 3M | -2.8% | +16.8% | -19.6% | -9.2% |
| 6M | +20.9% | +56.0% | -35.2% | -2.0% |
| YTD | +40.2% | +23.7% | +16.5% | +24.8% |
| 1Y | +34.1% | +32.5% | +1.6% | +14.9% |
| 3Y | +164.1% | +45.3% | +118.8% | +103.0% |
| 5Y | +199.3% | +10.7% | +188.6% | +156.1% |
| All | +199.3% | +10.6% | +188.8% | +156.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling