+420.1%
HUT vs IQV
+161.8%
+258.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +7.3% |
| 7D | +17.8% | +2.3% | +15.5% | +15.9% |
| 30D | +0.8% | +13.4% | -12.6% | -8.5% |
| 3M | -26.8% | +43.3% | -70.1% | -47.7% |
| 6M | +72.6% | +50.5% | +22.0% | +16.0% |
| YTD | +103.6% | +18.8% | +84.8% | +66.6% |
| 1Y | +265.3% | +45.5% | +219.8% | +148.1% |
| 3Y | +689.4% | +19.4% | +670.0% | +507.6% |
| 5Y | +75.3% | +1.7% | +73.6% | +62.5% |
| All | +420.1% | +161.8% | +258.3% | +196.7% |
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