+510.3%
IQV vs MDY
+271.2%
+239.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | +0.1% |
| 7D | -2.6% | -0.8% | -1.8% | -1.9% |
| 30D | +6.2% | -3.9% | +10.1% | +10.1% |
| 3M | +38.0% | 0.0% | +38.0% | +37.5% |
| 6M | +43.9% | +8.5% | +35.4% | +32.4% |
| YTD | +14.0% | +13.2% | +0.8% | +0.8% |
| 1Y | +35.5% | +15.0% | +20.5% | +18.0% |
| 3Y | +20.3% | +49.6% | -29.2% | -17.6% |
| 5Y | -1.6% | +46.0% | -47.7% | -31.1% |
| 10Y | +233.4% | +176.4% | +57.1% | +29.9% |
| All | +510.3% | +271.2% | +239.0% | +99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling