-7.7%
MDB vs IQV
+25.1%
-32.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.5% | -2.3% |
| 7D | -16.5% | -5.5% | -11.1% | -14.3% |
| 30D | -8.6% | -0.9% | -7.7% | -8.1% |
| 3M | -13.6% | +15.6% | -29.2% | -18.9% |
| 6M | +24.1% | +63.9% | -39.8% | -3.0% |
| YTD | -21.8% | +17.0% | -38.8% | -28.6% |
| 1Y | -7.7% | +25.0% | -32.8% | -10.7% |
| All | -7.7% | +25.1% | -32.8% | -10.7% |
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