+1,567.1%
ASX vs IQV
+511.9%
+1,055.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.8% |
| 7D | -0.7% | +2.3% | -3.0% | -1.6% |
| 30D | +2.0% | +13.4% | -11.5% | -3.0% |
| 3M | -1.3% | +43.3% | -44.6% | -16.5% |
| 6M | +71.4% | +50.5% | +20.9% | +40.4% |
| YTD | +135.3% | +18.8% | +116.5% | +110.6% |
| 1Y | +267.5% | +45.5% | +222.0% | +197.3% |
| 3Y | +388.5% | +19.4% | +369.1% | +317.9% |
| 5Y | +417.1% | +1.7% | +415.4% | +369.6% |
| 10Y | +872.7% | +247.9% | +624.8% | +429.4% |
| All | +1,567.1% | +511.9% | +1,055.2% | +737.5% |
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