+206.4%
HD vs IQV
+242.6%
-36.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.4% |
| 7D | -3.8% | -2.2% | -1.6% | -3.0% |
| 30D | -9.4% | +8.3% | -17.7% | -12.2% |
| 3M | -4.6% | +44.6% | -49.2% | -17.6% |
| 6M | -10.1% | +52.6% | -62.7% | -24.6% |
| YTD | -8.3% | +16.1% | -24.5% | -15.5% |
| 1Y | -25.0% | +37.3% | -62.3% | -35.8% |
| 3Y | +1.5% | +21.6% | -20.0% | -12.4% |
| 5Y | +5.6% | +0.5% | +5.1% | -2.6% |
| All | +206.4% | +242.6% | -36.2% | +75.7% |
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