+21.4%
MDLZ vs IQV
+6.5%
+14.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -0.4% | +2.4% | -2.7% | -0.7% |
| 30D | +8.2% | +4.0% | +4.2% | +7.6% |
| 3M | +8.0% | +12.2% | -4.2% | +6.1% |
| 6M | +9.7% | +54.9% | -45.1% | +3.1% |
| YTD | +26.9% | +20.3% | +6.6% | +22.7% |
| 1Y | +20.9% | +22.7% | -1.8% | +16.5% |
| 3Y | +5.3% | +38.3% | -33.0% | -3.0% |
| 5Y | +21.4% | +6.5% | +14.9% | +14.0% |
| All | +21.4% | +6.5% | +14.9% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling