+1,497.0%
HWM vs IQV
+268.5%
+1,228.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.1% |
| 7D | +7.3% | -2.5% | +9.8% | +8.4% |
| 30D | +1.6% | +1.2% | +0.4% | +0.8% |
| 3M | -21.9% | +9.8% | -31.6% | -25.2% |
| 6M | -19.0% | +53.8% | -72.8% | -34.1% |
| YTD | +7.9% | +17.6% | -9.7% | -3.2% |
| 1Y | +9.9% | +18.6% | -8.7% | -1.9% |
| 3Y | +342.1% | +36.9% | +305.2% | +245.6% |
| 5Y | +600.8% | +4.1% | +596.7% | +518.2% |
| 10Y | +1,493.8% | +243.7% | +1,250.1% | +625.0% |
| All | +1,497.0% | +268.5% | +1,228.5% | +618.2% |
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 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