+265.1%
MU vs IQV
+25.1%
+240.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.5% | -7.5% | -7.0% |
| 7D | -19.1% | -5.5% | -13.7% | -19.6% |
| 30D | -25.2% | -0.9% | -24.4% | -25.3% |
| 3M | -10.9% | +15.6% | -26.5% | -9.0% |
| 6M | +38.0% | +63.9% | -25.9% | +35.1% |
| YTD | +178.8% | +17.0% | +161.8% | +205.8% |
| 1Y | +265.1% | +25.0% | +240.1% | +298.0% |
| All | +265.1% | +25.1% | +240.0% | +298.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling