+81.8%
MDLZ vs IQV
+236.7%
-154.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.7% | -5.3% | +6.9% | +2.8% |
| 30D | +1.1% | +5.5% | -4.4% | -0.1% |
| 3M | -1.8% | +41.2% | -43.1% | -9.3% |
| 6M | +12.3% | +50.5% | -38.2% | +1.7% |
| YTD | +18.0% | +14.1% | +3.9% | +13.0% |
| 1Y | +3.8% | +39.9% | -36.1% | -5.7% |
| 3Y | -2.4% | +20.5% | -22.9% | -10.7% |
| 5Y | +18.4% | -1.2% | +19.6% | +12.5% |
| All | +81.8% | +236.7% | -154.9% | +21.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling