-4.6%
MDLZ vs IQV
+19.8%
-24.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.4% |
| 7D | 0.0% | -2.6% | +2.6% | +0.2% |
| 30D | +1.4% | +6.2% | -4.7% | +0.9% |
| 3M | 0.0% | +38.0% | -38.0% | -2.6% |
| 6M | +9.1% | +43.9% | -34.8% | +5.9% |
| YTD | +17.9% | +14.0% | +3.9% | +16.2% |
| 1Y | +3.2% | +35.5% | -32.3% | -0.3% |
| All | -4.6% | +19.8% | -24.4% | -10.1% |
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