+171.7%
MPC vs IQV
+18.7%
+153.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +2.6% |
| 7D | +3.9% | +0.3% | +3.5% | +3.8% |
| 30D | +33.8% | +8.6% | +25.2% | +32.4% |
| 3M | +49.9% | +41.1% | +8.7% | +42.9% |
| 6M | +80.9% | +48.6% | +32.4% | +70.8% |
| YTD | +147.4% | +15.0% | +132.4% | +141.1% |
| 1Y | +123.2% | +38.1% | +85.1% | +109.8% |
| 3Y | +171.7% | +21.4% | +150.3% | +140.6% |
| All | +171.7% | +18.7% | +153.0% | +140.6% |
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