+289.4%
HPE vs IQV
+22.1%
+267.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.7% | +10.7% | +12.0% |
| 7D | +19.4% | -2.2% | +21.6% | +20.0% |
| 30D | +5.6% | +8.3% | -2.7% | +3.7% |
| 3M | +33.1% | +44.6% | -11.5% | +19.6% |
| 6M | +192.5% | +52.6% | +139.9% | +156.5% |
| YTD | +160.9% | +16.1% | +144.8% | +148.4% |
| 1Y | +155.0% | +37.3% | +117.7% | +128.2% |
| 3Y | +289.4% | +21.6% | +267.8% | +239.6% |
| All | +289.4% | +22.1% | +267.3% | +239.6% |
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