+1,949.8%
URI vs IQV
+519.5%
+1,430.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | +9.3% | +2.4% | +7.0% | +8.0% |
| 30D | +7.6% | +4.0% | +3.6% | +5.2% |
| 3M | +1.0% | +12.2% | -11.1% | -5.8% |
| 6M | +19.8% | +54.9% | -35.0% | -9.0% |
| YTD | +41.9% | +20.3% | +21.6% | +20.9% |
| 1Y | +33.4% | +22.7% | +10.6% | +12.2% |
| 3Y | +156.0% | +38.3% | +117.7% | +88.5% |
| 5Y | +209.5% | +6.5% | +203.1% | +165.9% |
| 10Y | +1,199.8% | +251.5% | +948.3% | +423.1% |
| All | +1,949.8% | +519.5% | +1,430.2% | +488.8% |
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