+236.7%
IQV vs MTCH
+208.0%
+28.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.4% |
| 7D | -2.2% | +1.3% | -3.5% | -2.6% |
| 30D | +8.3% | +15.9% | -7.6% | +4.1% |
| 3M | +44.6% | +23.3% | +21.3% | +36.3% |
| 6M | +52.6% | +40.1% | +12.4% | +38.9% |
| YTD | +16.1% | +33.6% | -17.5% | +7.1% |
| 1Y | +37.3% | +14.1% | +23.2% | +31.5% |
| 3Y | +21.6% | +1.4% | +20.1% | +16.5% |
| 5Y | +0.5% | -73.1% | +73.6% | +25.5% |
| All | +236.7% | +208.0% | +28.7% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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