+117.2%
MPC vs IQV
+25.1%
+92.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.5% | -8.6% | -8.1% |
| 7D | -10.9% | -5.5% | -5.4% | -11.1% |
| 30D | -9.4% | -0.9% | -8.5% | -9.4% |
| 3M | +26.0% | +15.6% | +10.4% | +26.2% |
| 6M | +56.5% | +63.9% | -7.4% | +55.6% |
| YTD | +144.3% | +17.0% | +127.2% | +129.3% |
| 1Y | +117.2% | +25.0% | +92.2% | +101.0% |
| All | +117.2% | +25.1% | +92.1% | +101.0% |
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 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