-55.9%
HUBS vs IQV
+26.3%
-82.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.6% |
| 7D | -14.4% | -3.7% | -10.7% | -12.5% |
| 30D | -5.6% | +1.9% | -7.5% | -6.7% |
| 3M | -18.1% | +12.2% | -30.3% | -23.6% |
| 6M | -16.7% | +50.1% | -66.9% | -34.2% |
| YTD | -48.9% | +17.5% | -66.4% | -52.2% |
| 1Y | -55.9% | +26.1% | -82.0% | -60.2% |
| All | -55.9% | +26.3% | -82.1% | -60.2% |
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