+26.1%
IQV vs MUB
+0.5%
+25.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | -0.1% |
| 7D | -3.7% | +0.9% | -4.6% | -4.8% |
| 30D | +1.9% | +3.8% | -1.9% | -3.1% |
| 3M | +12.2% | -0.7% | +12.9% | +14.8% |
| 6M | +50.1% | -0.8% | +50.9% | +54.9% |
| YTD | +17.5% | 0.0% | +17.5% | +18.9% |
| 1Y | +26.1% | +0.6% | +25.4% | +24.7% |
| All | +26.1% | +0.5% | +25.6% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling