+108.6%
ASML vs IQV
+2.2%
+106.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.8% |
| 7D | +1.1% | +2.3% | -1.2% | 0.0% |
| 30D | +2.2% | +13.4% | -11.3% | -3.5% |
| 3M | -2.3% | +43.3% | -45.6% | -19.3% |
| 6M | +23.0% | +50.5% | -27.6% | -2.1% |
| YTD | +61.1% | +18.8% | +42.3% | +44.0% |
| 1Y | +129.1% | +45.5% | +83.6% | +81.0% |
| 3Y | +165.4% | +19.4% | +146.0% | +126.8% |
| All | +108.6% | +2.2% | +106.3% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling