+468.8%
MTSI vs IQV
+242.6%
+226.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.2% | -3.4% | -4.5% |
| 7D | +10.0% | -2.5% | +12.5% | +11.5% |
| 30D | -20.3% | +1.2% | -21.5% | -20.7% |
| 3M | -24.4% | +9.8% | -34.2% | -28.4% |
| 6M | -39.2% | +53.8% | -93.0% | -53.9% |
| YTD | +35.5% | +17.6% | +17.9% | +16.2% |
| 1Y | +43.0% | +18.6% | +24.4% | +21.9% |
| 3Y | +196.3% | +36.9% | +159.4% | +115.4% |
| 5Y | +210.0% | +4.1% | +205.9% | +166.0% |
| All | +468.8% | +242.6% | +226.2% | +132.8% |
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