+5.3%
IQV vs MLM
+25.7%
-20.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.8% |
| 7D | -2.5% | -0.9% | -1.6% | -2.0% |
| 30D | +1.2% | +9.0% | -7.8% | -3.8% |
| 3M | +9.8% | -5.6% | +15.3% | +12.3% |
| 6M | +53.8% | -10.7% | +64.5% | +60.8% |
| YTD | +17.6% | -17.2% | +34.8% | +26.6% |
| 1Y | +18.6% | -14.2% | +32.8% | +25.0% |
| 3Y | +36.9% | +15.6% | +21.3% | +17.4% |
| All | +5.3% | +25.7% | -20.4% | -17.4% |
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