+346.7%
HWM vs IQV
+39.3%
+307.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | +11.1% | +2.4% | +8.8% | +10.8% |
| 30D | +3.0% | +4.0% | -1.0% | +2.4% |
| 3M | -20.7% | +12.2% | -32.9% | -22.0% |
| 6M | -17.2% | +54.9% | -72.1% | -22.7% |
| YTD | +9.1% | +20.3% | -11.2% | +6.1% |
| 1Y | +9.0% | +22.7% | -13.7% | +5.5% |
| All | +346.7% | +39.3% | +307.5% | +315.2% |
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