+593.1%
MA vs IQV
+242.6%
+350.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.3% |
| 7D | +1.3% | -2.5% | +3.8% | +2.4% |
| 30D | +9.6% | +1.2% | +8.4% | +8.7% |
| 3M | +16.8% | +9.8% | +7.0% | +11.4% |
| 6M | +35.2% | +53.8% | -18.6% | +9.0% |
| YTD | +16.6% | +17.6% | -1.1% | +4.3% |
| 1Y | +19.8% | +18.6% | +1.2% | +6.7% |
| 3Y | +70.7% | +36.9% | +33.8% | +31.7% |
| 5Y | +87.4% | +4.1% | +83.3% | +64.9% |
| All | +593.1% | +242.6% | +350.5% | +223.7% |
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