+236.7%
IQV vs MOH
+264.4%
-27.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.3% |
| 7D | -2.2% | +1.7% | -3.9% | -2.6% |
| 30D | +8.3% | -0.9% | +9.2% | +8.4% |
| 3M | +44.6% | +5.7% | +38.9% | +42.3% |
| 6M | +52.6% | +39.1% | +13.4% | +40.7% |
| YTD | +16.1% | +17.7% | -1.6% | +9.2% |
| 1Y | +37.3% | +8.4% | +28.9% | +30.3% |
| 3Y | +21.6% | -36.6% | +58.1% | +24.9% |
| 5Y | +0.5% | -19.1% | +19.6% | -4.9% |
| All | +236.7% | +264.4% | -27.6% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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