+26.2%
MAR vs IQV
+46.0%
-19.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.3% |
| 7D | -4.2% | +2.3% | -6.4% | -4.3% |
| 30D | -6.7% | +13.4% | -20.1% | -7.7% |
| 3M | -12.5% | +43.3% | -55.8% | -15.2% |
| 6M | +0.6% | +50.5% | -50.0% | -3.4% |
| YTD | +9.1% | +18.8% | -9.7% | +7.1% |
| 1Y | +26.2% | +45.5% | -19.3% | +22.7% |
| All | +26.2% | +46.0% | -19.7% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling