+7.8%
IQV vs MNDY
-49.8%
+57.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.4% |
| 7D | -2.2% | -4.6% | +2.4% | -1.6% |
| 30D | +8.3% | +1.0% | +7.3% | +7.8% |
| 3M | +44.6% | +9.1% | +35.5% | +42.0% |
| 6M | +52.6% | +14.2% | +38.3% | +47.9% |
| YTD | +16.1% | -41.1% | +57.3% | +22.8% |
| 1Y | +37.3% | -54.7% | +92.0% | +49.5% |
| 3Y | +21.6% | -50.6% | +72.1% | +25.2% |
| 5Y | +0.5% | -76.7% | +77.1% | -2.3% |
| All | +7.8% | -49.8% | +57.7% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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