+124.2%
MSI vs IQV
+4.0%
+120.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.6% |
| 7D | +3.2% | -2.5% | +5.7% | +3.8% |
| 30D | +17.6% | +1.2% | +16.4% | +17.2% |
| 3M | +14.5% | +9.8% | +4.8% | +12.1% |
| 6M | +34.3% | +53.8% | -19.5% | +21.5% |
| YTD | +39.7% | +17.6% | +22.1% | +33.3% |
| 1Y | +40.2% | +18.6% | +21.6% | +33.4% |
| 3Y | +77.1% | +36.9% | +40.3% | +55.5% |
| All | +124.2% | +4.0% | +120.2% | +116.5% |
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