-11.6%
MDB vs IQV
+36.2%
-47.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.6% |
| 7D | +6.8% | -2.5% | +9.3% | +8.1% |
| 30D | -6.2% | +1.2% | -7.4% | -6.5% |
| 3M | -29.2% | +9.8% | -39.0% | -32.2% |
| 6M | +10.3% | +53.8% | -43.5% | -10.5% |
| YTD | -20.4% | +17.6% | -38.0% | -27.7% |
| 1Y | -4.8% | +18.6% | -23.4% | -14.1% |
| 3Y | -11.6% | +36.9% | -48.5% | -30.1% |
| All | -11.6% | +36.2% | -47.8% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling