+182.5%
USB vs IQV
+505.3%
-322.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | -1.5% | -3.7% | +2.2% | -0.1% |
| 30D | +4.3% | +1.9% | +2.4% | +3.4% |
| 3M | -6.1% | +12.2% | -18.3% | -10.6% |
| 6M | +9.4% | +50.1% | -40.7% | -8.3% |
| YTD | +15.2% | +17.5% | -2.3% | +4.7% |
| 1Y | +32.8% | +26.1% | +6.7% | +17.1% |
| 3Y | +91.3% | +34.3% | +57.0% | +58.4% |
| 5Y | +22.7% | +7.2% | +15.5% | +9.3% |
| 10Y | +97.0% | +264.9% | -167.9% | +6.8% |
| All | +182.5% | +505.3% | -322.8% | +36.1% |
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 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