+89.0%
MGY vs IQV
-0.1%
+89.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -0.2% |
| 7D | +3.5% | -2.2% | +5.8% | +4.1% |
| 30D | +5.3% | +8.3% | -3.0% | +3.1% |
| 3M | +2.6% | +44.6% | -41.9% | -7.5% |
| 6M | -3.3% | +52.6% | -55.8% | -14.9% |
| YTD | +29.2% | +16.1% | +13.1% | +22.5% |
| 1Y | +18.0% | +37.3% | -19.2% | +5.4% |
| 3Y | +30.0% | +21.6% | +8.4% | +15.8% |
| All | +89.0% | -0.1% | +89.2% | +71.1% |
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 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