+992.0%
ASX vs IQV
+233.5%
+758.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.9% |
| 7D | +11.1% | -2.6% | +13.7% | +12.1% |
| 30D | +9.6% | +6.2% | +3.4% | +6.7% |
| 3M | +18.6% | +38.0% | -19.3% | +0.9% |
| 6M | +92.1% | +43.9% | +48.2% | +58.5% |
| YTD | +158.5% | +14.0% | +144.5% | +133.9% |
| 1Y | +271.9% | +35.5% | +236.4% | +206.7% |
| 3Y | +465.2% | +20.3% | +444.9% | +374.1% |
| 5Y | +479.4% | -1.6% | +481.1% | +431.0% |
| 10Y | +992.0% | +233.4% | +758.5% | +476.1% |
| All | +992.0% | +233.5% | +758.5% | +476.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling