+46.0%
ASML vs IQV
+29.1%
+17.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.3% |
| 7D | -2.9% | +4.8% | -7.6% | -2.9% |
| 30D | -15.2% | +5.9% | -21.1% | -15.1% |
| 3M | -12.9% | +13.7% | -26.6% | -12.9% |
| 6M | -5.0% | +54.0% | -59.0% | -7.5% |
| YTD | +41.8% | +22.1% | +19.7% | +46.0% |
| 1Y | +46.0% | +29.1% | +16.9% | +51.6% |
| All | +46.0% | +29.1% | +17.0% | +51.6% |
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