+37.0%
HPQ vs IQV
+22.1%
+15.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.7% | +6.7% | +7.8% |
| 7D | +9.8% | -2.2% | +12.0% | +10.6% |
| 30D | +22.4% | +8.3% | +14.1% | +19.2% |
| 3M | +45.2% | +44.6% | +0.6% | +28.4% |
| 6M | +96.4% | +52.6% | +43.9% | +69.7% |
| YTD | +65.4% | +16.1% | +49.3% | +56.1% |
| 1Y | +31.6% | +37.3% | -5.7% | +16.4% |
| 3Y | +37.0% | +21.6% | +15.5% | +18.3% |
| All | +37.0% | +22.1% | +15.0% | +18.3% |
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