+6.8%
IQV vs MSTZ
-99.2%
+106.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.2% | -11.4% | -2.9% |
| 7D | +0.3% | -25.4% | +25.7% | -0.5% |
| 30D | +8.6% | -60.9% | +69.5% | +5.6% |
| 3M | +41.1% | -54.2% | +95.3% | +39.3% |
| 6M | +48.6% | -65.0% | +113.5% | +46.5% |
| YTD | +15.0% | -76.5% | +91.5% | +13.7% |
| 1Y | +38.1% | -23.4% | +61.5% | +43.3% |
| All | +6.8% | -99.2% | +106.0% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MSTZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling