-16.8%
MCD vs IQV
+34.3%
-51.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.9% |
| 7D | -2.9% | -2.6% | -0.3% | -2.7% |
| 30D | -6.7% | +6.2% | -12.9% | -7.0% |
| 3M | -9.6% | +38.0% | -47.5% | -10.9% |
| 6M | -22.3% | +43.9% | -66.2% | -23.6% |
| YTD | -15.4% | +14.0% | -29.4% | -16.2% |
| 1Y | -16.8% | +35.5% | -52.3% | -18.4% |
| All | -16.8% | +34.3% | -51.1% | -18.4% |
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 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