+414.6%
ASX vs IQV
+22.6%
+392.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -0.7% | +2.3% | -3.0% | -1.1% |
| 30D | +2.0% | +13.4% | -11.5% | -0.2% |
| 3M | -1.3% | +43.3% | -44.6% | -9.2% |
| 6M | +71.4% | +50.5% | +20.9% | +54.7% |
| YTD | +135.3% | +18.8% | +116.5% | +126.3% |
| 1Y | +267.5% | +45.5% | +222.0% | +227.3% |
| All | +414.6% | +22.6% | +392.0% | +370.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling