+1,843.7%
MUU vs IQV
+41.8%
+1,801.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.0% |
| 7D | -8.2% | -2.2% | -6.0% | -8.3% |
| 30D | +10.2% | +8.3% | +1.9% | +10.7% |
| 3M | -26.5% | +44.6% | -71.1% | -31.9% |
| 6M | +227.2% | +52.6% | +174.7% | +188.6% |
| YTD | +527.4% | +16.1% | +511.3% | +611.4% |
| 1Y | +1,843.7% | +37.3% | +1,806.4% | +1,560.0% |
| All | +1,843.7% | +41.8% | +1,801.9% | +1,560.0% |
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 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