+157.0%
MKSI vs IQV
+46.0%
+111.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +4.2% |
| 7D | +1.8% | +2.3% | -0.5% | +2.0% |
| 30D | -16.8% | +13.4% | -30.2% | -16.0% |
| 3M | -21.1% | +43.3% | -64.4% | -21.0% |
| 6M | +10.8% | +50.5% | -39.7% | +9.7% |
| YTD | +63.3% | +18.8% | +44.5% | +80.4% |
| 1Y | +157.0% | +45.5% | +111.5% | +141.3% |
| All | +157.0% | +46.0% | +111.0% | +141.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling