+530.4%
HD vs IQV
+505.9%
+24.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.9% |
| 7D | +1.5% | -2.5% | +4.0% | +2.4% |
| 30D | +18.0% | +1.2% | +16.8% | +17.3% |
| 3M | +2.8% | +9.8% | -7.0% | -1.1% |
| 6M | +17.0% | +53.8% | -36.8% | -1.4% |
| YTD | +3.5% | +17.6% | -14.1% | -5.1% |
| 1Y | -2.6% | +18.6% | -21.2% | -11.0% |
| 3Y | +30.7% | +36.9% | -6.2% | +7.7% |
| 5Y | +6.2% | +4.1% | +2.1% | -3.4% |
| 10Y | +242.7% | +243.7% | -1.0% | +94.7% |
| All | +530.4% | +505.9% | +24.6% | +216.4% |
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