+2,295.1%
MRVL vs IQV
+492.3%
+1,802.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +2.4% |
| 7D | +7.1% | +0.3% | +6.8% | +6.8% |
| 30D | +3.1% | +8.6% | -5.5% | -1.1% |
| 3M | -21.9% | +41.1% | -63.1% | -37.0% |
| 6M | +151.8% | +48.6% | +103.3% | +93.7% |
| YTD | +165.6% | +15.0% | +150.6% | +133.1% |
| 1Y | +242.3% | +38.1% | +204.1% | +167.0% |
| 3Y | +308.2% | +21.4% | +286.8% | +230.6% |
| 5Y | +280.4% | -1.0% | +281.4% | +249.0% |
| 10Y | +1,832.5% | +233.0% | +1,599.6% | +912.0% |
| All | +2,295.1% | +492.3% | +1,802.7% | +974.1% |
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