+648.6%
HUBS vs IQV
+375.3%
+273.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.5% |
| 7D | -9.0% | -2.2% | -6.8% | -7.5% |
| 30D | +7.2% | +8.3% | -1.1% | +1.3% |
| 3M | +20.9% | +44.6% | -23.7% | -7.7% |
| 6M | -13.0% | +52.6% | -65.6% | -36.8% |
| YTD | -43.8% | +16.1% | -60.0% | -50.5% |
| 1Y | -54.6% | +37.3% | -91.9% | -65.2% |
| 3Y | -58.5% | +21.6% | -80.0% | -67.9% |
| 5Y | -66.4% | +0.5% | -66.9% | -68.8% |
| 10Y | +319.2% | +239.7% | +79.6% | +52.8% |
| All | +648.6% | +375.3% | +273.4% | +112.8% |
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