-16.3%
MOS vs IQV
+39.6%
-55.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +2.8% |
| 7D | +7.1% | +0.3% | +6.7% | +7.0% |
| 30D | +15.0% | +8.6% | +6.5% | +14.4% |
| 3M | +24.1% | +41.1% | -17.0% | +22.3% |
| 6M | +2.7% | +48.6% | -45.8% | +0.7% |
| YTD | +12.2% | +15.0% | -2.8% | +8.8% |
| 1Y | -16.3% | +38.1% | -54.4% | -16.3% |
| All | -16.3% | +39.6% | -55.9% | -16.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling