+53.1%
MMM vs IQV
+242.6%
-189.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.7% |
| 7D | -2.1% | -2.2% | +0.1% | -1.4% |
| 30D | -9.8% | +8.3% | -18.1% | -12.2% |
| 3M | +4.9% | +44.6% | -39.6% | -7.6% |
| 6M | +7.3% | +52.6% | -45.2% | -7.9% |
| YTD | +4.5% | +16.1% | -11.6% | -2.7% |
| 1Y | +5.4% | +37.3% | -31.9% | -7.9% |
| 3Y | +98.6% | +21.6% | +77.0% | +75.8% |
| 5Y | +27.4% | +0.5% | +26.9% | +18.3% |
| All | +53.1% | +242.6% | -189.5% | -6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling