-46.7%
HUBS vs IQV
+46.0%
-92.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.2% |
| 7D | -5.0% | +2.3% | -7.3% | -6.2% |
| 30D | -1.0% | +13.4% | -14.5% | -7.3% |
| 3M | +12.4% | +43.3% | -30.9% | -6.6% |
| 6M | -11.1% | +50.5% | -61.7% | -27.7% |
| YTD | -38.3% | +18.8% | -57.1% | -44.1% |
| 1Y | -46.7% | +45.5% | -92.1% | -48.7% |
| All | -46.7% | +46.0% | -92.6% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling