+89.6%
MA vs IQV
+9.9%
+79.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | +1.8% | +4.8% | -3.0% | +0.4% |
| 30D | +11.8% | +5.9% | +6.0% | +9.8% |
| 3M | +17.2% | +13.7% | +3.5% | +12.6% |
| 6M | +33.4% | +54.0% | -20.6% | +16.2% |
| YTD | +16.1% | +22.1% | -5.9% | +7.6% |
| 1Y | +19.9% | +29.1% | -9.2% | +9.0% |
| 3Y | +70.1% | +40.4% | +29.7% | +42.8% |
| 5Y | +89.6% | +9.1% | +80.5% | +69.0% |
| All | +89.6% | +9.9% | +79.8% | +69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling