+467.2%
HUT vs IQV
+36.2%
+431.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.2% | -4.9% | -6.0% |
| 7D | +9.3% | -2.5% | +11.8% | +10.9% |
| 30D | -23.1% | +1.2% | -24.3% | -23.1% |
| 3M | -30.6% | +9.8% | -40.4% | -33.5% |
| 6M | -46.9% | +53.8% | -100.7% | -59.7% |
| YTD | +25.3% | +17.6% | +7.7% | +12.0% |
| 1Y | +59.8% | +18.6% | +41.2% | +42.2% |
| 3Y | +467.2% | +36.9% | +430.3% | +366.4% |
| All | +467.2% | +36.2% | +431.0% | +366.4% |
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 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