+1,580.9%
ASX vs IQV
+527.4%
+1,053.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.7% |
| 7D | +0.8% | +4.1% | -3.2% | -0.7% |
| 30D | -20.4% | +4.7% | -25.1% | -21.8% |
| 3M | -2.1% | +12.6% | -14.7% | -6.9% |
| 6M | +8.2% | +58.2% | -50.0% | -12.9% |
| YTD | +137.3% | +21.8% | +115.5% | +109.7% |
| 1Y | +155.0% | +25.6% | +129.4% | +121.9% |
| 3Y | +397.9% | +40.1% | +357.9% | +294.6% |
| 5Y | +529.2% | +8.7% | +520.5% | +454.0% |
| 10Y | +1,007.5% | +255.9% | +751.6% | +496.1% |
| All | +1,580.9% | +527.4% | +1,053.5% | +733.8% |
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 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