+2,981.5%
MUU vs IQV
+46.0%
+2,935.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.4% | +13.0% | +11.6% |
| 7D | +17.4% | +2.3% | +15.1% | +17.4% |
| 30D | +24.0% | +13.4% | +10.5% | +24.4% |
| 3M | -23.9% | +43.3% | -67.2% | -28.8% |
| 6M | +284.4% | +50.5% | +233.9% | +242.8% |
| YTD | +583.7% | +18.8% | +564.9% | +669.9% |
| 1Y | +2,981.5% | +45.5% | +2,936.0% | +2,377.8% |
| All | +2,981.5% | +46.0% | +2,935.5% | +2,377.8% |
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