+19.3%
IQV vs FHN
+129.0%
-109.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | +6.2% | -2.6% | +8.8% | +7.0% |
| 3M | +38.0% | 0.0% | +37.9% | +37.9% |
| 6M | +43.9% | +9.2% | +34.7% | +39.2% |
| YTD | +14.0% | +4.3% | +9.7% | +11.6% |
| 1Y | +35.5% | +10.8% | +24.8% | +29.2% |
| All | +19.3% | +129.0% | -109.6% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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