+14.5%
MDB vs IQV
+46.0%
-31.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.5% |
| 7D | -17.4% | +2.3% | -19.7% | -18.2% |
| 30D | -2.0% | +13.4% | -15.5% | -7.0% |
| 3M | -3.0% | +43.3% | -46.3% | -17.9% |
| 6M | +48.7% | +50.5% | -1.9% | +22.4% |
| YTD | -12.1% | +18.8% | -30.9% | -21.6% |
| 1Y | +14.5% | +45.5% | -31.0% | -1.6% |
| All | +14.5% | +46.0% | -31.5% | -1.6% |
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