+111.9%
HAL vs IQV
-1.9%
+113.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | -1.3% | -2.6% | +1.3% | -0.8% |
| 30D | +10.9% | +6.2% | +4.7% | +9.4% |
| 3M | -5.8% | +38.0% | -43.8% | -13.3% |
| 6M | +8.1% | +43.9% | -35.8% | -2.3% |
| YTD | +33.2% | +14.0% | +19.2% | +27.7% |
| 1Y | +74.2% | +35.5% | +38.7% | +58.1% |
| 3Y | -3.7% | +20.3% | -24.0% | -12.9% |
| 5Y | +111.9% | -1.6% | +113.5% | +88.3% |
| All | +111.9% | -1.9% | +113.8% | +88.3% |
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