+535.9%
IQV vs MUB
+31.0%
+504.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.5% |
| 7D | +2.3% | -0.9% | +3.2% | +3.5% |
| 30D | +13.4% | -1.4% | +14.9% | +15.7% |
| 3M | +43.3% | -2.2% | +45.4% | +47.6% |
| 6M | +50.5% | -1.9% | +52.4% | +54.5% |
| YTD | +18.8% | -0.8% | +19.6% | +20.1% |
| 1Y | +45.5% | +2.7% | +42.7% | +40.4% |
| 3Y | +19.4% | +8.6% | +10.8% | +7.0% |
| 5Y | +1.7% | +2.0% | -0.3% | -1.8% |
| 10Y | +247.9% | +17.9% | +230.0% | +221.1% |
| All | +535.9% | +31.0% | +504.9% | +545.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling