+146.5%
ASX vs IQV
+25.1%
+121.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.4% | -3.9% |
| 7D | -14.6% | -5.5% | -9.1% | -15.3% |
| 30D | -21.1% | -0.9% | -20.2% | -21.1% |
| 3M | -3.1% | +15.6% | -18.7% | -0.7% |
| 6M | +17.4% | +63.9% | -46.5% | +19.7% |
| YTD | +135.3% | +17.0% | +118.3% | +144.0% |
| 1Y | +146.5% | +25.0% | +121.5% | +157.7% |
| All | +146.5% | +25.1% | +121.4% | +157.7% |
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