+37.2%
MNST vs IQV
+36.0%
+1.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -2.2% | -5.3% | +3.0% | -2.2% |
| 30D | -5.4% | +5.5% | -10.9% | -5.4% |
| 3M | -5.5% | +41.2% | -46.8% | -5.6% |
| 6M | +12.4% | +50.5% | -38.2% | +12.6% |
| YTD | +12.4% | +14.1% | -1.7% | +11.0% |
| 1Y | +37.2% | +39.9% | -2.8% | +37.1% |
| All | +37.2% | +36.0% | +1.2% | +37.1% |
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 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