+796.4%
HUT vs IQV
+19.8%
+776.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.2% |
| 7D | +18.9% | -2.6% | +21.5% | +20.3% |
| 30D | +12.0% | +6.2% | +5.8% | +8.6% |
| 3M | -14.9% | +38.0% | -52.8% | -31.2% |
| 6M | +96.8% | +43.9% | +52.9% | +53.0% |
| YTD | +108.8% | +14.0% | +94.8% | +88.6% |
| 1Y | +227.4% | +35.5% | +191.9% | +162.2% |
| All | +796.4% | +19.8% | +776.6% | +672.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling