+2.4%
IQV vs MTB
+104.1%
-101.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +8.3% | -4.8% | +13.1% | +10.3% |
| 3M | +44.6% | +6.0% | +38.6% | +41.2% |
| 6M | +52.6% | +19.6% | +33.0% | +41.7% |
| YTD | +16.1% | +21.5% | -5.3% | +6.8% |
| 1Y | +37.3% | +24.7% | +12.6% | +24.7% |
| 3Y | +21.6% | +108.6% | -87.0% | -9.5% |
| All | +2.4% | +104.1% | -101.7% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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