+8.7%
HAL vs IQV
+511.9%
-503.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | 0.0% |
| 7D | +2.9% | +2.3% | +0.6% | +1.9% |
| 30D | +17.0% | +13.4% | +3.6% | +10.5% |
| 3M | -9.7% | +43.3% | -52.9% | -24.8% |
| 6M | +8.6% | +50.5% | -41.9% | -13.2% |
| YTD | +33.0% | +18.8% | +14.2% | +17.8% |
| 1Y | +68.3% | +45.5% | +22.9% | +33.4% |
| 3Y | +0.1% | +19.4% | -19.3% | -17.0% |
| 5Y | +102.6% | +1.7% | +100.9% | +76.3% |
| 10Y | +3.8% | +247.9% | -244.1% | -50.7% |
| All | +8.7% | +511.9% | -503.2% | -56.4% |
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