+510.3%
IQV vs MKC
+83.0%
+427.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | -2.6% | -4.3% | +1.7% | -1.1% |
| 30D | +6.2% | -3.1% | +9.3% | +7.2% |
| 3M | +38.0% | +6.8% | +31.2% | +34.4% |
| 6M | +43.9% | -18.3% | +62.3% | +53.7% |
| YTD | +14.0% | -23.1% | +37.1% | +23.6% |
| 1Y | +35.5% | -23.7% | +59.2% | +47.1% |
| 3Y | +20.3% | -31.0% | +51.4% | +34.2% |
| 5Y | -1.6% | -33.5% | +31.9% | +9.5% |
| 10Y | +233.4% | +30.3% | +203.2% | +188.0% |
| All | +510.3% | +83.0% | +427.2% | +367.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling