+303.5%
MXL vs IQV
+46.0%
+257.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +7.0% | +5.4% |
| 7D | +1.6% | +2.3% | -0.7% | +1.9% |
| 30D | -7.0% | +13.4% | -20.4% | -5.6% |
| 3M | -33.4% | +43.3% | -76.7% | -33.3% |
| 6M | +260.2% | +50.5% | +209.6% | +253.6% |
| YTD | +260.0% | +18.8% | +241.2% | +300.8% |
| 1Y | +303.5% | +45.5% | +258.0% | +297.6% |
| All | +303.5% | +46.0% | +257.5% | +297.6% |
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