+164.9%
ASML vs IQV
+19.4%
+145.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.5% |
| 7D | +1.1% | +2.3% | -1.2% | +0.5% |
| 30D | +2.2% | +13.4% | -11.3% | -1.2% |
| 3M | -2.3% | +43.3% | -45.6% | -13.0% |
| 6M | +23.0% | +50.5% | -27.6% | +6.9% |
| YTD | +61.1% | +18.8% | +42.3% | +52.2% |
| 1Y | +129.1% | +45.5% | +83.6% | +98.8% |
| All | +164.9% | +19.4% | +145.5% | +125.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling