+59.2%
HAL vs IQV
+4.0%
+55.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.3% | +3.6% |
| 7D | +6.1% | -2.5% | +8.6% | +6.6% |
| 30D | +2.9% | +1.2% | +1.7% | +2.5% |
| 3M | +3.3% | +9.8% | -6.4% | +1.0% |
| 6M | -16.9% | +53.8% | -70.7% | -26.1% |
| YTD | +21.2% | +17.6% | +3.6% | +15.1% |
| 1Y | +27.5% | +18.6% | +9.0% | +20.7% |
| 3Y | -6.4% | +36.9% | -43.3% | -19.0% |
| All | +59.2% | +4.0% | +55.2% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling