+70.7%
MSFU vs IQV
+22.7%
+48.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -2.3% | -2.6% | +0.3% | -1.3% |
| 30D | -6.3% | +6.2% | -12.4% | -8.4% |
| 3M | +40.0% | +38.0% | +2.0% | +21.0% |
| 6M | +30.1% | +43.9% | -13.8% | +10.1% |
| YTD | -10.3% | +14.0% | -24.3% | -16.5% |
| 1Y | -19.0% | +35.5% | -54.5% | -30.5% |
| 3Y | +25.8% | +20.3% | +5.5% | +10.3% |
| All | +70.7% | +22.7% | +48.0% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling