+36.0%
MSCI vs IQV
+41.0%
-5.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -1.9% | +4.1% | -6.0% | -2.7% |
| 30D | +16.5% | +4.7% | +11.8% | +15.3% |
| 3M | +18.2% | +12.6% | +5.6% | +15.4% |
| 6M | +14.0% | +58.2% | -44.2% | +3.8% |
| YTD | +16.6% | +21.8% | -5.2% | +10.8% |
| 1Y | +14.8% | +25.6% | -10.8% | +8.6% |
| All | +36.0% | +41.0% | -5.0% | +17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling