+9,634.0%
MU vs IQV
+511.9%
+9,122.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.9% |
| 7D | +9.0% | +2.3% | +6.7% | +7.6% |
| 30D | +13.8% | +13.4% | +0.4% | +6.0% |
| 3M | +2.1% | +43.3% | -41.2% | -20.1% |
| 6M | +153.8% | +50.5% | +103.3% | +89.3% |
| YTD | +256.4% | +18.8% | +237.6% | +202.5% |
| 1Y | +719.8% | +45.5% | +674.3% | +511.1% |
| 3Y | +1,360.4% | +19.4% | +1,341.0% | +1,070.0% |
| 5Y | +1,312.4% | +1.7% | +1,310.7% | +1,125.8% |
| 10Y | +6,142.6% | +247.9% | +5,894.6% | +2,129.1% |
| All | +9,634.0% | +511.9% | +9,122.1% | +2,449.2% |
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