+37.3%
IQV vs MDY
+14.6%
+22.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.2% |
| 7D | -2.2% | -1.9% | -0.4% | -1.0% |
| 30D | +8.3% | -4.6% | +12.9% | +11.8% |
| 3M | +44.6% | -1.2% | +45.8% | +45.1% |
| 6M | +52.6% | +9.2% | +43.4% | +39.9% |
| YTD | +16.1% | +13.1% | +3.1% | +3.2% |
| 1Y | +37.3% | +13.0% | +24.3% | +23.7% |
| All | +37.3% | +14.6% | +22.7% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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