-66.4%
HUBS vs IQV
-0.1%
-66.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.4% |
| 7D | -9.0% | -2.2% | -6.8% | -7.6% |
| 30D | +7.2% | +8.3% | -1.1% | +1.7% |
| 3M | +20.9% | +44.6% | -23.7% | -5.8% |
| 6M | -13.0% | +52.6% | -65.6% | -35.1% |
| YTD | -43.8% | +16.1% | -60.0% | -49.8% |
| 1Y | -54.6% | +37.3% | -91.9% | -64.4% |
| 3Y | -58.5% | +21.6% | -80.0% | -67.3% |
| All | -66.4% | -0.1% | -66.2% | -66.4% |
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