+77.9%
MNST vs IQV
-1.9%
+79.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | -3.6% | -2.6% | -1.0% | -3.1% |
| 30D | -6.3% | +6.2% | -12.5% | -7.4% |
| 3M | -5.0% | +38.0% | -42.9% | -11.0% |
| 6M | +13.1% | +43.9% | -30.8% | +4.6% |
| YTD | +11.8% | +14.0% | -2.3% | +8.0% |
| 1Y | +35.2% | +35.5% | -0.3% | +24.7% |
| 3Y | +52.0% | +20.3% | +31.6% | +40.5% |
| 5Y | +77.9% | -1.6% | +79.5% | +72.5% |
| All | +77.9% | -1.9% | +79.8% | +72.5% |
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