+2,128.6%
MSCI vs IQV
+505.9%
+1,622.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +2.1% |
| 7D | +2.7% | -2.5% | +5.1% | +3.9% |
| 30D | +17.4% | +1.2% | +16.2% | +16.4% |
| 3M | +14.8% | +9.8% | +5.1% | +9.1% |
| 6M | +16.1% | +53.8% | -37.7% | -8.1% |
| YTD | +16.0% | +17.6% | -1.6% | +3.5% |
| 1Y | +16.4% | +18.6% | -2.2% | +3.3% |
| 3Y | +35.3% | +36.9% | -1.6% | +2.3% |
| 5Y | +6.6% | +4.1% | +2.5% | -5.1% |
| 10Y | +815.7% | +243.7% | +572.0% | +332.9% |
| All | +2,128.6% | +505.9% | +1,622.8% | +747.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling