+2,010.7%
ASML vs IQV
+521.2%
+1,489.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +3.7% |
| 7D | -9.0% | +1.7% | -10.7% | -9.8% |
| 30D | -21.0% | +5.3% | -26.3% | -23.0% |
| 3M | -16.3% | +17.0% | -33.2% | -23.1% |
| 6M | -7.5% | +54.0% | -61.6% | -29.0% |
| YTD | +34.0% | +20.6% | +13.4% | +15.4% |
| 1Y | +39.3% | +28.9% | +10.4% | +15.2% |
| 3Y | +128.9% | +37.0% | +91.8% | +73.4% |
| 5Y | +76.1% | +10.0% | +66.1% | +51.6% |
| 10Y | +1,428.4% | +274.5% | +1,153.9% | +626.7% |
| All | +2,010.7% | +521.2% | +1,489.5% | +780.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling