+159.3%
MP vs IQV
+36.2%
+123.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.2% |
| 7D | +9.5% | -2.5% | +11.9% | +10.3% |
| 30D | -3.0% | +1.2% | -4.2% | -3.3% |
| 3M | -30.4% | +9.8% | -40.1% | -32.4% |
| 6M | -39.2% | +53.8% | -93.0% | -48.7% |
| YTD | -23.3% | +17.6% | -40.9% | -28.5% |
| 1Y | -32.6% | +18.6% | -51.2% | -37.6% |
| 3Y | +159.3% | +36.9% | +122.4% | +73.8% |
| All | +159.3% | +36.2% | +123.1% | +73.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling