+43.1%
MOD vs IQV
+46.0%
-2.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +4.0% |
| 7D | +9.6% | +2.3% | +7.3% | +10.1% |
| 30D | 0.0% | +13.4% | -13.4% | +2.5% |
| 3M | -35.4% | +43.3% | -78.7% | -31.9% |
| 6M | -7.3% | +50.5% | -57.8% | -2.3% |
| YTD | +45.8% | +18.8% | +27.0% | +50.2% |
| 1Y | +43.1% | +45.5% | -2.3% | +42.4% |
| All | +43.1% | +46.0% | -2.8% | +42.4% |
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 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