+17.0%
HON vs IQV
+22.1%
-5.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | -3.5% | -2.2% | -1.2% | -3.1% |
| 30D | -13.8% | +8.3% | -22.1% | -15.0% |
| 3M | -11.7% | +44.6% | -56.3% | -17.9% |
| 6M | -18.7% | +52.6% | -71.3% | -25.5% |
| YTD | +0.2% | +16.1% | -15.9% | -3.2% |
| 1Y | -3.1% | +37.3% | -40.3% | -10.3% |
| 3Y | +17.0% | +21.6% | -4.6% | +10.0% |
| All | +17.0% | +22.1% | -5.1% | +10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling