+210.4%
URI vs IQV
-1.9%
+212.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.8% |
| 7D | +2.5% | +0.3% | +2.2% | +2.3% |
| 30D | -12.5% | +8.6% | -21.1% | -15.6% |
| 3M | -6.2% | +41.1% | -47.3% | -20.2% |
| 6M | +25.9% | +48.6% | -22.7% | +2.8% |
| YTD | +26.2% | +15.0% | +11.2% | +16.0% |
| 1Y | +5.5% | +38.1% | -32.6% | -12.8% |
| 3Y | +125.0% | +21.4% | +103.6% | +91.6% |
| 5Y | +210.4% | -1.0% | +211.5% | +182.5% |
| All | +210.4% | -1.9% | +212.3% | +182.5% |
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