+599.3%
MU vs IQV
+36.0%
+563.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -4.9% |
| 7D | +2.0% | -5.3% | +7.3% | +1.9% |
| 30D | +12.5% | +5.5% | +7.0% | +12.6% |
| 3M | +9.6% | +41.2% | -31.6% | +5.7% |
| 6M | +142.6% | +50.5% | +92.1% | +127.1% |
| YTD | +242.7% | +14.1% | +228.5% | +266.8% |
| 1Y | +599.3% | +39.9% | +559.3% | +514.8% |
| All | +599.3% | +36.0% | +563.3% | +514.8% |
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 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