+87.7%
HST vs IQV
+39.3%
+48.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | +3.6% | +2.4% | +1.3% | +3.0% |
| 30D | +9.9% | +4.0% | +5.9% | +8.7% |
| 3M | +12.9% | +12.2% | +0.8% | +9.4% |
| 6M | +22.9% | +54.9% | -32.0% | +8.3% |
| YTD | +52.4% | +20.3% | +32.1% | +43.7% |
| 1Y | +52.5% | +22.7% | +29.8% | +42.7% |
| All | +87.7% | +39.3% | +48.4% | +60.6% |
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