+611.5%
MSCI vs IQV
+236.7%
+374.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -4.7% | -5.3% | +0.6% | -2.0% |
| 30D | -2.2% | +5.5% | -7.7% | -4.9% |
| 3M | -9.7% | +41.2% | -50.9% | -25.4% |
| 6M | +0.3% | +50.5% | -50.3% | -20.8% |
| YTD | -3.5% | +14.1% | -17.6% | -12.5% |
| 1Y | -1.4% | +39.9% | -41.3% | -20.8% |
| 3Y | +6.6% | +20.5% | -13.9% | -13.9% |
| 5Y | -10.9% | -1.2% | -9.7% | -18.1% |
| All | +611.5% | +236.7% | +374.8% | +235.6% |
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