+76.3%
MSFU vs IQV
+27.9%
+48.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.8% | -3.6% |
| 7D | -5.7% | +2.3% | -8.0% | -6.5% |
| 30D | +4.2% | +13.4% | -9.3% | -0.8% |
| 3M | +27.9% | +43.3% | -15.4% | +9.0% |
| 6M | +37.1% | +50.5% | -13.4% | +14.1% |
| YTD | -7.4% | +18.8% | -26.2% | -15.1% |
| 1Y | -19.6% | +45.5% | -65.1% | -33.0% |
| 3Y | +33.2% | +19.4% | +13.8% | +19.1% |
| All | +76.3% | +27.9% | +48.5% | +59.7% |
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 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