+9.8%
DHI vs IQV
+26.3%
-16.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +7.6% | -3.7% | +11.3% | +8.2% |
| 30D | +15.3% | +1.9% | +13.4% | +14.8% |
| 3M | +4.4% | +12.2% | -7.8% | +2.5% |
| 6M | +8.3% | +50.1% | -41.9% | +2.1% |
| YTD | +10.4% | +17.5% | -7.1% | +3.0% |
| 1Y | +9.8% | +26.1% | -16.3% | -5.7% |
| All | +9.8% | +26.3% | -16.4% | -5.7% |
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