+584.1%
MA vs IQV
+250.3%
+333.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.7% |
| 7D | -0.5% | +2.4% | -2.9% | -1.6% |
| 30D | +7.9% | +4.0% | +3.9% | +5.7% |
| 3M | +16.8% | +12.2% | +4.6% | +10.3% |
| 6M | +31.0% | +54.9% | -23.9% | +5.4% |
| YTD | +15.0% | +20.3% | -5.2% | +2.0% |
| 1Y | +17.0% | +22.7% | -5.7% | +2.6% |
| 3Y | +68.5% | +38.3% | +30.1% | +29.7% |
| 5Y | +85.0% | +6.5% | +78.5% | +61.2% |
| All | +584.1% | +250.3% | +333.8% | +216.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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