+418.1%
HPQ vs IQV
+487.2%
-69.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.3% |
| 7D | +2.2% | -2.6% | +4.8% | +3.4% |
| 30D | +9.7% | +6.2% | +3.6% | +6.6% |
| 3M | +32.7% | +38.0% | -5.2% | +13.3% |
| 6M | +77.7% | +43.9% | +33.8% | +47.1% |
| YTD | +51.0% | +14.0% | +37.0% | +38.1% |
| 1Y | +18.4% | +35.5% | -17.1% | -1.0% |
| 3Y | +25.6% | +20.3% | +5.2% | +6.7% |
| 5Y | +38.6% | -1.6% | +40.3% | +27.7% |
| 10Y | +226.1% | +233.4% | -7.3% | +63.6% |
| All | +418.1% | +487.2% | -69.2% | +117.0% |
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 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