+24.9%
HWM vs IQV
+41.8%
-16.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.7% |
| 7D | -11.4% | -2.2% | -9.2% | -11.4% |
| 30D | -18.5% | +8.3% | -26.8% | -18.4% |
| 3M | -13.2% | +44.6% | -57.8% | -14.1% |
| 6M | -8.7% | +52.6% | -61.2% | -9.9% |
| YTD | +12.2% | +16.1% | -4.0% | +12.5% |
| 1Y | +24.9% | +37.3% | -12.4% | +21.0% |
| All | +24.9% | +41.8% | -16.9% | +21.0% |
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