+82.7%
ASML vs IQV
+4.0%
+78.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.8% |
| 7D | +4.9% | -2.5% | +7.4% | +6.1% |
| 30D | -9.3% | +1.2% | -10.5% | -9.7% |
| 3M | -19.0% | +9.8% | -28.8% | -22.6% |
| 6M | -5.2% | +53.8% | -59.0% | -25.0% |
| YTD | +40.6% | +17.6% | +23.0% | +26.2% |
| 1Y | +47.5% | +18.6% | +28.9% | +31.5% |
| 3Y | +133.9% | +36.9% | +97.0% | +79.6% |
| All | +82.7% | +4.0% | +78.7% | +66.1% |
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