+1,027.2%
HCA vs IQV
+488.0%
+539.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | +2.9% | -5.3% | +8.2% | +5.1% |
| 30D | +2.4% | +5.5% | -3.1% | +0.1% |
| 3M | +13.0% | +41.2% | -28.2% | -1.9% |
| 6M | -21.4% | +50.5% | -71.9% | -34.3% |
| YTD | -9.5% | +14.1% | -23.6% | -16.5% |
| 1Y | +7.5% | +39.9% | -32.4% | -10.0% |
| 3Y | +57.6% | +20.5% | +37.1% | +33.2% |
| 5Y | +71.1% | -1.2% | +72.3% | +56.3% |
| 10Y | +498.8% | +233.9% | +264.9% | +193.3% |
| All | +1,027.2% | +488.0% | +539.2% | +367.2% |
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