+480.4%
HD vs IQV
+511.9%
-31.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.4% | +1.4% |
| 7D | -2.1% | +2.3% | -4.4% | -2.9% |
| 30D | -8.4% | +13.4% | -21.9% | -12.6% |
| 3M | +4.3% | +43.3% | -38.9% | -9.1% |
| 6M | -11.1% | +50.5% | -61.7% | -24.7% |
| YTD | -4.7% | +18.8% | -23.5% | -12.7% |
| 1Y | -19.8% | +45.5% | -65.3% | -32.5% |
| 3Y | +4.1% | +19.4% | -15.3% | -8.8% |
| 5Y | +10.3% | +1.7% | +8.6% | +1.5% |
| 10Y | +203.2% | +247.9% | -44.8% | +71.9% |
| All | +480.4% | +511.9% | -31.5% | +191.3% |
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 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