+28.9%
IQV vs MAS
+32.0%
-3.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.9% |
| 7D | +1.7% | +2.0% | -0.3% | +1.3% |
| 30D | +5.3% | +19.4% | -14.1% | +2.3% |
| 3M | +17.0% | +9.4% | +7.5% | +15.1% |
| 6M | +54.0% | +15.3% | +38.7% | +49.8% |
| YTD | +20.6% | +31.3% | -10.7% | +11.5% |
| 1Y | +28.9% | +34.9% | -5.9% | +17.4% |
| All | +28.9% | +32.0% | -3.1% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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