+645.2%
HWM vs IQV
-1.9%
+647.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +0.7% |
| 7D | -8.0% | -2.6% | -5.4% | -7.4% |
| 30D | -18.0% | +6.2% | -24.2% | -19.1% |
| 3M | -9.5% | +38.0% | -47.5% | -16.8% |
| 6M | -8.4% | +43.9% | -52.3% | -17.2% |
| YTD | +13.6% | +14.0% | -0.4% | +8.8% |
| 1Y | +30.2% | +35.5% | -5.3% | +17.7% |
| 3Y | +392.2% | +20.3% | +371.9% | +349.4% |
| 5Y | +645.2% | -1.6% | +646.8% | +580.1% |
| All | +645.2% | -1.9% | +647.1% | +580.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling