+278.0%
MRVL vs IQV
-1.9%
+279.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | +8.7% | -5.3% | +14.0% | +11.3% |
| 30D | +6.9% | +5.5% | +1.4% | +4.2% |
| 3M | -10.1% | +41.2% | -51.4% | -27.3% |
| 6M | +143.4% | +50.5% | +92.9% | +85.6% |
| YTD | +167.5% | +14.1% | +153.3% | +139.3% |
| 1Y | +239.0% | +39.9% | +199.0% | +160.8% |
| 3Y | +311.0% | +20.5% | +290.5% | +232.9% |
| 5Y | +278.0% | -1.2% | +279.2% | +260.3% |
| All | +278.0% | -1.9% | +279.9% | +260.3% |
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