+73.9%
HST vs IQV
-1.9%
+75.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.1% |
| 7D | -0.3% | -2.6% | +2.3% | +0.5% |
| 30D | -2.8% | +6.2% | -9.0% | -4.8% |
| 3M | -6.5% | +38.0% | -44.5% | -16.7% |
| 6M | +20.7% | +43.9% | -23.2% | +5.0% |
| YTD | +30.5% | +14.0% | +16.4% | +22.5% |
| 1Y | +36.8% | +35.5% | +1.3% | +19.2% |
| 3Y | +65.9% | +20.3% | +45.5% | +46.6% |
| 5Y | +73.9% | -1.6% | +75.6% | +57.5% |
| All | +73.9% | -1.9% | +75.8% | +57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling