+529.6%
IQV vs MUB
+31.2%
+498.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.7% |
| 7D | -2.5% | -1.3% | -1.2% | -0.8% |
| 30D | +1.2% | +2.2% | -1.0% | -1.7% |
| 3M | +9.8% | -1.6% | +11.4% | +12.2% |
| 6M | +53.8% | -1.3% | +55.1% | +56.5% |
| YTD | +17.6% | -0.7% | +18.3% | +18.7% |
| 1Y | +18.6% | -0.2% | +18.8% | +19.0% |
| 3Y | +36.9% | +9.6% | +27.3% | +21.1% |
| 5Y | +4.1% | +2.6% | +1.5% | -0.1% |
| 10Y | +243.7% | +21.5% | +222.3% | +221.4% |
| All | +529.6% | +31.2% | +498.4% | +538.2% |
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