+2,106.1%
MSCI vs IQV
+519.5%
+1,586.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -0.9% |
| 7D | -0.7% | +2.4% | -3.0% | -1.9% |
| 30D | +16.2% | +4.0% | +12.2% | +13.7% |
| 3M | +16.1% | +12.2% | +4.0% | +9.2% |
| 6M | +12.9% | +54.9% | -41.9% | -10.9% |
| YTD | +14.8% | +20.3% | -5.4% | +1.3% |
| 1Y | +13.8% | +22.7% | -9.0% | -0.8% |
| 3Y | +31.2% | +38.3% | -7.1% | -1.1% |
| 5Y | +5.6% | +6.5% | -0.9% | -7.1% |
| 10Y | +806.4% | +251.5% | +554.9% | +324.0% |
| All | +2,106.1% | +519.5% | +1,586.5% | +729.9% |
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