+30.6%
HUM vs IQV
+46.0%
-15.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | +4.2% | +2.3% | +1.9% | +3.8% |
| 30D | +10.4% | +13.4% | -3.1% | +8.2% |
| 3M | +15.1% | +43.3% | -28.2% | +7.9% |
| 6M | +120.9% | +50.5% | +70.4% | +104.8% |
| YTD | +57.9% | +18.8% | +39.1% | +46.8% |
| 1Y | +30.6% | +45.5% | -14.9% | +22.6% |
| All | +30.6% | +46.0% | -15.4% | +22.6% |
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