+116.4%
HPE vs IQV
+25.1%
+91.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.5% | -6.1% | -5.7% |
| 7D | -17.0% | -5.5% | -11.5% | -16.9% |
| 30D | -26.7% | -0.9% | -25.9% | -26.7% |
| 3M | -4.1% | +15.6% | -19.7% | -4.3% |
| 6M | +75.4% | +63.9% | +11.5% | +64.2% |
| YTD | +111.0% | +17.0% | +94.0% | +109.3% |
| 1Y | +116.4% | +25.0% | +91.4% | +105.8% |
| All | +116.4% | +25.1% | +91.3% | +105.8% |
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