+97.2%
MNST vs IQV
+9.9%
+87.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.7% | -0.4% |
| 7D | -3.9% | +4.8% | -8.7% | -4.7% |
| 30D | +3.9% | +5.9% | -2.0% | +2.7% |
| 3M | -0.8% | +13.7% | -14.5% | -3.4% |
| 6M | +5.1% | +54.0% | -48.9% | -4.0% |
| YTD | +18.3% | +22.1% | -3.8% | +12.6% |
| 1Y | +29.5% | +29.1% | +0.3% | +21.5% |
| 3Y | +64.0% | +40.4% | +23.6% | +44.5% |
| 5Y | +97.2% | +9.1% | +88.0% | +84.1% |
| All | +97.2% | +9.9% | +87.3% | +84.1% |
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 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