+38.1%
IQV vs MLM
-17.1%
+55.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | +0.3% | +1.4% | -1.1% | 0.0% |
| 30D | +8.6% | -6.5% | +15.1% | +10.4% |
| 3M | +41.1% | -7.4% | +48.5% | +43.9% |
| 6M | +48.6% | -15.8% | +64.4% | +54.7% |
| YTD | +15.0% | -17.4% | +32.4% | +19.3% |
| 1Y | +38.1% | -17.9% | +56.0% | +42.7% |
| All | +38.1% | -17.1% | +55.2% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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