-15.6%
MOS vs IQV
+25.1%
-40.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +0.5% | +16.9% | +17.3% |
| 7D | +17.9% | -5.5% | +23.4% | +18.4% |
| 30D | +1.6% | -0.9% | +2.4% | +1.5% |
| 3M | -4.0% | +15.6% | -19.6% | -5.1% |
| 6M | -4.1% | +63.9% | -68.0% | -7.2% |
| YTD | -7.8% | +17.0% | -24.8% | -11.3% |
| 1Y | -15.6% | +25.0% | -40.6% | -21.3% |
| All | -15.6% | +25.1% | -40.7% | -21.3% |
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