-10.8%
MDLN vs IQV
+21.6%
-32.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.3% |
| 7D | +3.7% | +2.3% | +1.4% | +3.2% |
| 30D | -0.2% | +13.4% | -13.6% | -2.7% |
| 3M | +6.2% | +43.3% | -37.1% | -2.0% |
| 6M | -14.7% | +50.5% | -65.2% | -22.5% |
| YTD | -12.9% | +18.8% | -31.7% | -20.8% |
| All | -10.8% | +21.6% | -32.4% | -17.8% |
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