+601.1%
MSI vs IQV
+242.6%
+358.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | -0.4% | -2.2% | +1.8% | +0.3% |
| 30D | -0.8% | +8.3% | -9.1% | -3.3% |
| 3M | +13.9% | +44.6% | -30.6% | +0.9% |
| 6M | +1.3% | +52.6% | -51.2% | -12.5% |
| YTD | +22.3% | +16.1% | +6.2% | +14.2% |
| 1Y | -3.9% | +37.3% | -41.1% | -15.8% |
| 3Y | +69.9% | +21.6% | +48.3% | +49.2% |
| 5Y | +103.8% | +0.5% | +103.3% | +89.6% |
| All | +601.1% | +242.6% | +358.5% | +309.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling