+925.6%
MSI vs IQV
+511.9%
+413.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | -3.7% | +2.3% | -6.0% | -4.4% |
| 30D | +6.8% | +13.4% | -6.6% | +2.8% |
| 3M | +14.3% | +43.3% | -29.0% | +2.1% |
| 6M | -1.6% | +50.5% | -52.1% | -14.1% |
| YTD | +22.8% | +18.8% | +4.0% | +14.2% |
| 1Y | -1.1% | +45.5% | -46.6% | -14.4% |
| 3Y | +70.5% | +19.4% | +51.1% | +52.2% |
| 5Y | +102.8% | +1.7% | +101.1% | +88.3% |
| 10Y | +597.4% | +247.9% | +349.5% | +329.3% |
| All | +925.6% | +511.9% | +413.7% | +469.4% |
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