-20.7%
MDLN vs IQV
+18.9%
-39.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | -11.1% | -2.2% | -8.9% | -10.7% |
| 30D | -8.4% | +8.3% | -16.7% | -9.8% |
| 3M | -12.4% | +44.6% | -57.0% | -19.2% |
| 6M | -23.3% | +52.6% | -75.8% | -30.0% |
| YTD | -22.5% | +16.1% | -38.7% | -29.3% |
| All | -20.7% | +18.9% | -39.5% | -26.6% |
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 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