+107.2%
HST vs IQV
+511.9%
-404.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.9% |
| 7D | -1.0% | +2.3% | -3.3% | -2.0% |
| 30D | -12.3% | +13.4% | -25.7% | -16.8% |
| 3M | -6.4% | +43.3% | -49.6% | -20.3% |
| 6M | +15.0% | +50.5% | -35.5% | -5.2% |
| YTD | +30.5% | +18.8% | +11.7% | +17.7% |
| 1Y | +35.7% | +45.5% | -9.8% | +10.8% |
| 3Y | +68.4% | +19.4% | +49.0% | +45.3% |
| 5Y | +73.1% | +1.7% | +71.4% | +57.0% |
| 10Y | +92.7% | +247.9% | -155.2% | -0.1% |
| All | +107.2% | +511.9% | -404.7% | -12.1% |
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