+236.7%
IQV vs MKTX
+5.0%
+231.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +8.3% | +0.7% | +7.6% | +8.1% |
| 3M | +44.6% | +40.8% | +3.8% | +29.8% |
| 6M | +52.6% | -8.0% | +60.6% | +54.4% |
| YTD | +16.1% | -8.7% | +24.9% | +17.7% |
| 1Y | +37.3% | -11.8% | +49.1% | +40.0% |
| 3Y | +21.6% | -24.0% | +45.6% | +25.0% |
| 5Y | +0.5% | -60.3% | +60.8% | +23.7% |
| All | +236.7% | +5.0% | +231.7% | +208.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling