+803.2%
MS vs IQV
+233.5%
+569.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | 0.0% |
| 7D | +1.7% | -2.6% | +4.3% | +2.9% |
| 30D | 0.0% | +6.2% | -6.2% | -2.9% |
| 3M | +3.0% | +38.0% | -35.0% | -13.1% |
| 6M | +35.7% | +43.9% | -8.2% | +10.9% |
| YTD | +23.3% | +14.0% | +9.3% | +11.8% |
| 1Y | +44.7% | +35.5% | +9.2% | +19.0% |
| 3Y | +178.0% | +20.3% | +157.6% | +131.1% |
| 5Y | +143.2% | -1.6% | +144.8% | +120.6% |
| 10Y | +803.2% | +233.4% | +569.8% | +319.6% |
| All | +803.2% | +233.5% | +569.7% | +319.6% |
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