+18.6%
IQV vs MAS
+38.5%
-19.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -2.5% | +3.0% | -5.5% | -2.9% |
| 30D | +1.2% | +22.4% | -21.2% | -2.1% |
| 3M | +9.8% | +14.5% | -4.7% | +7.4% |
| 6M | +53.8% | +27.1% | +26.7% | +47.7% |
| YTD | +17.6% | +35.8% | -18.1% | +7.9% |
| 1Y | +18.6% | +39.4% | -20.8% | +6.7% |
| All | +18.6% | +38.5% | -19.9% | +6.7% |
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