+2.6%
HAL vs IQV
+242.6%
-240.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.4% |
| 7D | -3.3% | -2.2% | -1.1% | -2.3% |
| 30D | +8.2% | +8.3% | -0.1% | +4.0% |
| 3M | -9.4% | +44.6% | -54.0% | -25.6% |
| 6M | +0.6% | +52.6% | -51.9% | -21.0% |
| YTD | +28.6% | +16.1% | +12.4% | +14.5% |
| 1Y | +63.9% | +37.3% | +26.6% | +32.4% |
| 3Y | -7.1% | +21.6% | -28.7% | -25.1% |
| 5Y | +102.3% | +0.5% | +101.8% | +75.2% |
| All | +2.6% | +242.6% | -240.0% | -50.7% |
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 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