+1,925.8%
MRVL vs IQV
+242.6%
+1,683.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.1% |
| 7D | +5.6% | -2.2% | +7.9% | +6.8% |
| 30D | +8.8% | +8.3% | +0.5% | +4.3% |
| 3M | -15.9% | +44.6% | -60.4% | -33.8% |
| 6M | +161.3% | +52.6% | +108.7% | +94.8% |
| YTD | +178.2% | +16.1% | +162.1% | +141.2% |
| 1Y | +255.3% | +37.3% | +218.0% | +174.4% |
| 3Y | +323.1% | +21.6% | +301.6% | +237.2% |
| 5Y | +293.2% | +0.5% | +292.7% | +256.0% |
| All | +1,925.8% | +242.6% | +1,683.2% | +904.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling