+1,926.5%
URI vs IQV
+537.2%
+1,389.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +5.5% |
| 7D | -4.0% | +7.9% | -11.9% | -7.9% |
| 30D | +6.8% | +7.3% | -0.5% | +2.6% |
| 3M | -2.8% | +16.8% | -19.6% | -11.4% |
| 6M | +20.9% | +56.0% | -35.2% | -8.6% |
| YTD | +40.2% | +23.7% | +16.5% | +17.8% |
| 1Y | +34.1% | +32.5% | +1.6% | +7.8% |
| 3Y | +164.1% | +45.3% | +118.8% | +88.9% |
| 5Y | +199.3% | +10.7% | +188.6% | +151.3% |
| 10Y | +1,218.8% | +259.0% | +959.9% | +424.8% |
| All | +1,926.5% | +537.2% | +1,389.3% | +473.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling