+8.1%
IQV vs MLM
+23.5%
-15.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.5% | +3.6% |
| 7D | +1.7% | -4.1% | +5.8% | +3.6% |
| 30D | +5.3% | +8.2% | -2.9% | +0.5% |
| 3M | +17.0% | -3.6% | +20.5% | +18.4% |
| 6M | +54.0% | -15.6% | +69.6% | +66.2% |
| YTD | +20.6% | -16.4% | +37.0% | +29.2% |
| 1Y | +28.9% | -14.3% | +43.3% | +36.0% |
| 3Y | +37.0% | +19.3% | +17.7% | +15.3% |
| All | +8.1% | +23.5% | -15.5% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling