+1,384.0%
MU vs IQV
+19.8%
+1,364.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.6% | +3.0% |
| 7D | +7.5% | -2.6% | +10.1% | +8.2% |
| 30D | +19.4% | +6.2% | +13.2% | +17.4% |
| 3M | +9.8% | +38.0% | -28.1% | -2.7% |
| 6M | +164.1% | +43.9% | +120.2% | +127.7% |
| YTD | +260.3% | +14.0% | +246.3% | +242.8% |
| 1Y | +661.2% | +35.5% | +625.7% | +566.0% |
| All | +1,384.0% | +19.8% | +1,364.2% | +1,253.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling