+938.2%
MU vs IQV
+4.0%
+934.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -1.7% |
| 7D | +12.8% | -2.5% | +15.3% | +13.9% |
| 30D | -14.9% | +1.2% | -16.0% | -15.1% |
| 3M | -18.0% | +9.8% | -27.8% | -20.9% |
| 6M | -3.1% | +53.8% | -56.9% | -21.8% |
| YTD | +172.9% | +17.6% | +155.3% | +147.9% |
| 1Y | +228.8% | +18.6% | +210.2% | +197.4% |
| 3Y | +950.8% | +36.9% | +914.0% | +741.8% |
| All | +938.2% | +4.0% | +934.2% | +829.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling