+5,731.6%
MU vs IQV
+242.6%
+5,489.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -1.1% |
| 7D | -4.1% | -2.2% | -1.8% | -3.0% |
| 30D | +7.0% | +8.3% | -1.3% | +2.5% |
| 3M | -2.1% | +44.6% | -46.6% | -23.2% |
| 6M | +133.1% | +52.6% | +80.5% | +74.3% |
| YTD | +241.9% | +16.1% | +225.8% | +196.4% |
| 1Y | +548.8% | +37.3% | +511.5% | +406.1% |
| 3Y | +1,308.2% | +21.6% | +1,286.6% | +1,023.6% |
| 5Y | +1,260.7% | +0.5% | +1,260.2% | +1,100.8% |
| All | +5,731.6% | +242.6% | +5,489.1% | +2,348.6% |
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