+443.0%
MP vs IQV
+89.2%
+353.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.5% |
| 7D | -0.7% | -2.6% | +1.9% | +0.3% |
| 30D | -0.7% | +6.2% | -6.9% | -3.6% |
| 3M | 0.0% | +38.0% | -38.0% | -16.7% |
| 6M | -10.0% | +43.9% | -53.9% | -27.6% |
| YTD | +7.5% | +14.0% | -6.5% | -3.4% |
| 1Y | -14.0% | +35.5% | -49.5% | -31.0% |
| 3Y | +153.5% | +20.3% | +133.2% | +109.9% |
| 5Y | +62.7% | -1.6% | +64.4% | +48.6% |
| All | +443.0% | +89.2% | +353.8% | +225.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling