+873.6%
MNST vs IQV
+511.9%
+361.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.2% |
| 7D | -6.5% | +2.3% | -8.8% | -7.1% |
| 30D | -7.2% | +13.4% | -20.7% | -10.7% |
| 3M | -1.0% | +43.3% | -44.3% | -11.6% |
| 6M | +11.5% | +50.5% | -39.0% | -2.7% |
| YTD | +14.3% | +18.8% | -4.5% | +6.3% |
| 1Y | +38.1% | +45.5% | -7.3% | +19.5% |
| 3Y | +55.0% | +19.4% | +35.6% | +38.2% |
| 5Y | +79.6% | +1.7% | +77.9% | +66.3% |
| 10Y | +241.8% | +247.9% | -6.1% | +102.2% |
| All | +873.6% | +511.9% | +361.7% | +426.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling