+192.7%
HUT vs IQV
+36.0%
+156.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.1% | -5.7% | -5.6% |
| 7D | +2.8% | -5.3% | +8.1% | +4.1% |
| 30D | +2.1% | +5.5% | -3.5% | +0.7% |
| 3M | -14.3% | +41.2% | -55.5% | -26.3% |
| 6M | +84.2% | +50.5% | +33.7% | +51.3% |
| YTD | +97.2% | +14.1% | +83.1% | +86.3% |
| 1Y | +192.7% | +39.9% | +152.8% | +158.6% |
| All | +192.7% | +36.0% | +156.8% | +158.6% |
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