+820.4%
MSCI vs IQV
+252.5%
+567.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -1.9% | +4.1% | -6.0% | -3.9% |
| 30D | +16.5% | +4.7% | +11.8% | +13.5% |
| 3M | +18.2% | +12.6% | +5.6% | +10.7% |
| 6M | +14.0% | +58.2% | -44.2% | -11.7% |
| YTD | +16.6% | +21.8% | -5.2% | +1.9% |
| 1Y | +14.8% | +25.6% | -10.8% | -1.5% |
| 3Y | +33.3% | +40.1% | -6.8% | -1.7% |
| 5Y | +9.1% | +8.7% | +0.4% | -5.3% |
| 10Y | +820.4% | +255.9% | +564.4% | +324.2% |
| All | +820.4% | +252.5% | +567.9% | +324.2% |
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