+739.2%
MCO vs IQV
+488.0%
+251.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -7.3% | -5.3% | -2.1% | -4.8% |
| 30D | -1.7% | +5.5% | -7.2% | -4.4% |
| 3M | +3.9% | +41.2% | -37.3% | -13.8% |
| 6M | +3.8% | +50.5% | -46.7% | -17.5% |
| YTD | -7.9% | +14.1% | -22.1% | -16.1% |
| 1Y | -6.8% | +39.9% | -46.8% | -24.3% |
| 3Y | +40.9% | +20.5% | +20.4% | +16.9% |
| 5Y | +27.5% | -1.2% | +28.7% | +16.9% |
| 10Y | +381.4% | +233.9% | +147.5% | +127.3% |
| All | +739.2% | +488.0% | +251.2% | +220.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling