-49.8%
USAR vs IQV
+25.1%
-74.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.5% | -6.3% | -5.9% |
| 7D | -21.8% | -5.5% | -16.3% | -21.8% |
| 30D | -39.9% | -0.9% | -39.1% | -39.9% |
| 3M | -52.5% | +15.6% | -68.1% | -52.0% |
| 6M | -67.9% | +63.9% | -131.8% | -69.4% |
| YTD | -31.1% | +17.0% | -48.1% | -38.9% |
| 1Y | -49.8% | +25.0% | -74.9% | -54.2% |
| All | -49.8% | +25.1% | -74.9% | -54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling