+267.9%
HBAN vs IQV
+488.0%
-220.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -1.9% | -5.3% | +3.3% | +0.2% |
| 30D | -5.9% | +5.5% | -11.4% | -8.0% |
| 3M | +0.2% | +41.2% | -41.0% | -14.2% |
| 6M | +6.6% | +50.5% | -43.9% | -12.1% |
| YTD | -1.7% | +14.1% | -15.9% | -9.9% |
| 1Y | -1.7% | +39.9% | -41.6% | -18.2% |
| 3Y | +74.9% | +20.5% | +54.4% | +50.3% |
| 5Y | +36.0% | -1.2% | +37.2% | +24.6% |
| 10Y | +156.9% | +233.9% | -76.9% | +35.3% |
| All | +267.9% | +488.0% | -220.0% | +59.0% |
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