+20.2%
MRSH vs IQV
-0.1%
+20.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -0.6% |
| 7D | -4.8% | -2.2% | -2.5% | -4.3% |
| 30D | -6.3% | +8.3% | -14.6% | -8.0% |
| 3M | +5.8% | +44.6% | -38.8% | -2.8% |
| 6M | +2.8% | +52.6% | -49.8% | -7.1% |
| YTD | -3.1% | +16.1% | -19.2% | -7.4% |
| 1Y | -11.3% | +37.3% | -48.5% | -19.1% |
| 3Y | -5.0% | +21.6% | -26.5% | -13.0% |
| All | +20.2% | -0.1% | +20.3% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling