+4.3%
MSCI vs IQV
+46.0%
-41.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | 0.0% |
| 7D | +0.4% | +2.3% | -1.9% | -0.1% |
| 30D | +0.6% | +13.4% | -12.9% | -2.4% |
| 3M | -7.1% | +43.3% | -50.4% | -15.0% |
| 6M | +0.8% | +50.5% | -49.7% | -9.2% |
| YTD | +1.0% | +18.8% | -17.8% | -3.7% |
| 1Y | +4.3% | +45.5% | -41.1% | +0.5% |
| All | +4.3% | +46.0% | -41.6% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling