-3.9%
MCD vs IQV
+25.1%
-29.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +6.1% | +6.5% |
| 7D | +11.9% | -5.5% | +17.3% | +12.2% |
| 30D | +20.2% | -0.9% | +21.1% | +20.2% |
| 3M | +5.2% | +15.6% | -10.4% | +4.3% |
| 6M | 0.0% | +63.9% | -63.9% | -2.3% |
| YTD | -6.5% | +17.0% | -23.5% | -7.5% |
| 1Y | -3.9% | +25.0% | -29.0% | -7.8% |
| All | -3.9% | +25.1% | -29.0% | -7.8% |
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