+297.0%
MXL vs IQV
+25.1%
+271.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +0.5% | -11.6% | -11.0% |
| 7D | -24.3% | -5.5% | -18.9% | -25.5% |
| 30D | -46.1% | -0.9% | -45.2% | -46.2% |
| 3M | -21.8% | +15.6% | -37.4% | -19.0% |
| 6M | -27.2% | +63.9% | -91.1% | -26.5% |
| YTD | +226.2% | +17.0% | +209.1% | +278.5% |
| 1Y | +297.0% | +25.0% | +272.0% | +344.9% |
| All | +297.0% | +25.1% | +271.9% | +344.9% |
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