+263.8%
HON vs IQV
+488.0%
-224.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.4% |
| 7D | -2.6% | -5.3% | +2.6% | -0.8% |
| 30D | -11.9% | +5.5% | -17.4% | -13.7% |
| 3M | -6.1% | +41.2% | -47.3% | -17.6% |
| 6M | -19.2% | +50.5% | -69.7% | -31.3% |
| YTD | +0.2% | +14.1% | -14.0% | -6.9% |
| 1Y | -1.5% | +39.9% | -41.4% | -15.7% |
| 3Y | +17.9% | +20.5% | -2.6% | +2.8% |
| 5Y | +1.9% | -1.2% | +3.2% | -5.9% |
| 10Y | +135.2% | +233.9% | -98.7% | +30.5% |
| All | +263.8% | +488.0% | -224.2% | +73.9% |
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 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