+133.9%
HL vs IQV
+46.0%
+87.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.3% |
| 7D | +1.5% | +2.3% | -0.8% | +1.2% |
| 30D | +25.1% | +13.4% | +11.6% | +23.2% |
| 3M | +22.9% | +43.3% | -20.4% | +17.6% |
| 6M | -4.9% | +50.5% | -55.4% | -9.8% |
| YTD | +7.8% | +18.8% | -11.0% | +3.7% |
| 1Y | +133.9% | +45.5% | +88.4% | +129.9% |
| All | +133.9% | +46.0% | +87.9% | +129.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling