-11.7%
MP vs IQV
+39.6%
-51.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.7% | +1.4% |
| 7D | +3.0% | +0.3% | +2.7% | +3.0% |
| 30D | +8.3% | +8.6% | -0.3% | +8.6% |
| 3M | -3.8% | +41.1% | -45.0% | -4.4% |
| 6M | -4.9% | +48.6% | -53.5% | -6.6% |
| YTD | +9.6% | +15.0% | -5.4% | +5.6% |
| 1Y | -11.7% | +38.1% | -49.8% | -15.1% |
| All | -11.7% | +39.6% | -51.3% | -15.1% |
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