+155.3%
HBAN vs IQV
+242.6%
-87.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.1% |
| 7D | -1.0% | -2.2% | +1.2% | -0.1% |
| 30D | -5.6% | +8.3% | -13.9% | -8.8% |
| 3M | -1.1% | +44.6% | -45.7% | -16.4% |
| 6M | +9.9% | +52.6% | -42.7% | -10.3% |
| YTD | -0.9% | +16.1% | -17.1% | -9.9% |
| 1Y | -1.4% | +37.3% | -38.7% | -17.4% |
| 3Y | +78.2% | +21.6% | +56.6% | +52.2% |
| 5Y | +37.0% | +0.5% | +36.5% | +24.6% |
| All | +155.3% | +242.6% | -87.3% | +41.3% |
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 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