+39.9%
MKSI vs IQV
+25.7%
+14.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.4% | -4.9% |
| 7D | -10.7% | -5.5% | -5.2% | -11.8% |
| 30D | -30.5% | -0.9% | -29.6% | -30.6% |
| 3M | -39.2% | +15.6% | -54.8% | -37.1% |
| 6M | -33.0% | +63.9% | -96.9% | -30.4% |
| YTD | +22.3% | +17.0% | +5.3% | +38.0% |
| All | +39.9% | +25.7% | +14.2% | +57.2% |
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