+569.4%
HL vs IQV
+487.2%
+82.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.2% |
| 7D | +0.4% | -2.6% | +3.0% | +1.4% |
| 30D | +18.8% | +6.2% | +12.6% | +16.3% |
| 3M | +43.7% | +38.0% | +5.7% | +24.9% |
| 6M | -1.0% | +43.9% | -45.0% | -16.5% |
| YTD | +8.7% | +14.0% | -5.3% | +0.4% |
| 1Y | +105.0% | +35.5% | +69.5% | +74.9% |
| 3Y | +427.3% | +20.3% | +406.9% | +359.8% |
| 5Y | +249.3% | -1.6% | +250.9% | +225.9% |
| 10Y | +284.2% | +233.4% | +50.7% | +125.7% |
| All | +569.4% | +487.2% | +82.2% | +277.1% |
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