+2,396.1%
MUU vs IQV
+15.3%
+2,380.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -2.0% |
| 7D | -8.2% | -2.2% | -6.0% | -7.2% |
| 30D | +10.2% | +8.3% | +1.9% | +5.8% |
| 3M | -26.5% | +44.6% | -71.1% | -46.3% |
| 6M | +227.2% | +52.6% | +174.7% | +122.2% |
| YTD | +527.4% | +16.1% | +511.3% | +453.7% |
| 1Y | +1,843.7% | +37.3% | +1,806.4% | +1,324.9% |
| All | +2,396.1% | +15.3% | +2,380.8% | +2,042.5% |
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