+7,546.4%
MU vs IQV
+519.5%
+7,026.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -0.9% |
| 7D | +21.6% | +2.4% | +19.3% | +20.2% |
| 30D | -16.2% | +4.0% | -20.2% | -17.9% |
| 3M | -12.4% | +12.2% | -24.5% | -18.0% |
| 6M | +4.2% | +54.9% | -50.7% | -23.2% |
| YTD | +180.0% | +20.3% | +159.7% | +135.6% |
| 1Y | +226.4% | +22.7% | +203.7% | +171.0% |
| 3Y | +969.7% | +38.3% | +931.4% | +679.9% |
| 5Y | +957.9% | +6.5% | +951.5% | +792.3% |
| 10Y | +4,534.6% | +251.5% | +4,283.1% | +1,547.1% |
| All | +7,546.4% | +519.5% | +7,026.8% | +1,885.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling