+1,067.0%
MSI vs IQV
+505.9%
+561.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.8% |
| 7D | +3.2% | -2.5% | +5.7% | +4.0% |
| 30D | +17.6% | +1.2% | +16.4% | +17.1% |
| 3M | +14.5% | +9.8% | +4.8% | +11.1% |
| 6M | +34.3% | +53.8% | -19.5% | +16.9% |
| YTD | +39.7% | +17.6% | +22.1% | +30.0% |
| 1Y | +40.2% | +18.6% | +21.6% | +30.0% |
| 3Y | +77.1% | +36.9% | +40.3% | +50.0% |
| 5Y | +124.0% | +4.1% | +119.9% | +105.9% |
| 10Y | +665.5% | +243.7% | +421.8% | +372.2% |
| All | +1,067.0% | +505.9% | +561.2% | +548.5% |
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 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