-9.1%
MDB vs IQV
+19.8%
-28.9%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +1.0% |
| 7D | -4.5% | -2.6% | -1.9% | -3.4% |
| 30D | -14.0% | +6.2% | -20.2% | -16.4% |
| 3M | +5.3% | +38.0% | -32.7% | -10.4% |
| 6M | +31.9% | +43.9% | -12.0% | +9.9% |
| YTD | -14.6% | +14.0% | -28.6% | -21.4% |
| 1Y | +8.2% | +35.5% | -27.3% | -8.5% |
| All | -9.1% | +19.8% | -28.9% | -18.9% |
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 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