+1,773.8%
HWM vs IQV
+272.2%
+1,501.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.1% |
| 7D | -2.1% | +2.3% | -4.4% | -3.0% |
| 30D | -11.0% | +13.4% | -24.4% | -15.7% |
| 3M | +4.0% | +43.3% | -39.2% | -12.0% |
| 6M | -0.2% | +50.5% | -50.8% | -18.3% |
| YTD | +26.7% | +18.8% | +7.9% | +13.6% |
| 1Y | +44.7% | +45.5% | -0.7% | +16.9% |
| 3Y | +426.1% | +19.4% | +406.7% | +345.8% |
| 5Y | +738.5% | +1.7% | +736.8% | +650.5% |
| All | +1,773.8% | +272.2% | +1,501.6% | +742.5% |
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