+2,423.9%
MUU vs IQV
+13.3%
+2,410.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.1% | -9.5% | -9.4% |
| 7D | +3.6% | -5.3% | +8.8% | +6.3% |
| 30D | +22.3% | +5.5% | +16.8% | +18.9% |
| 3M | -8.2% | +41.2% | -49.4% | -32.0% |
| 6M | +256.3% | +50.5% | +205.8% | +143.2% |
| YTD | +534.4% | +14.1% | +520.3% | +464.8% |
| 1Y | +2,163.5% | +39.9% | +2,123.6% | +1,513.5% |
| All | +2,423.9% | +13.3% | +2,410.5% | +2,085.3% |
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