+45.5%
IQV vs MKC
-23.4%
+68.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.3% |
| 7D | +2.3% | -5.9% | +8.2% | +2.9% |
| 30D | +13.4% | -0.9% | +14.3% | +13.4% |
| 3M | +43.3% | +12.7% | +30.6% | +42.5% |
| 6M | +50.5% | -19.3% | +69.8% | +50.5% |
| YTD | +18.8% | -22.2% | +40.9% | +21.4% |
| 1Y | +45.5% | -23.3% | +68.8% | +51.7% |
| All | +45.5% | -23.4% | +68.9% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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