+404.2%
MRK vs IQV
+488.0%
-83.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -5.0% | -5.3% | +0.3% | -3.7% |
| 30D | +11.0% | +5.5% | +5.4% | +9.4% |
| 3M | +22.4% | +41.2% | -18.9% | +11.3% |
| 6M | +25.4% | +50.5% | -25.1% | +11.3% |
| YTD | +39.5% | +14.1% | +25.3% | +32.4% |
| 1Y | +78.0% | +39.9% | +38.0% | +59.6% |
| 3Y | +45.5% | +20.5% | +25.0% | +31.8% |
| 5Y | +130.3% | -1.2% | +131.5% | +115.7% |
| 10Y | +229.8% | +233.9% | -4.0% | +98.6% |
| All | +404.2% | +488.0% | -83.8% | +167.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling