+581.1%
MTSI vs IQV
+233.5%
+347.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +5.0% | +4.5% |
| 7D | +11.1% | -2.6% | +13.7% | +12.4% |
| 30D | -3.7% | +6.2% | -9.9% | -7.0% |
| 3M | -20.2% | +38.0% | -58.2% | -35.0% |
| 6M | +30.8% | +43.9% | -13.1% | +2.0% |
| YTD | +67.0% | +14.0% | +53.0% | +46.0% |
| 1Y | +120.4% | +35.5% | +84.9% | +71.8% |
| 3Y | +260.4% | +20.3% | +240.0% | +184.6% |
| 5Y | +356.3% | -1.6% | +357.9% | +305.6% |
| 10Y | +581.1% | +233.4% | +347.6% | +177.8% |
| All | +581.1% | +233.5% | +347.6% | +177.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling