+2.4%
IQV vs HALO
+158.6%
-156.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -2.2% | -2.7% | +0.5% | -1.5% |
| 30D | +8.3% | +5.3% | +3.0% | +6.7% |
| 3M | +44.6% | +51.6% | -7.0% | +27.4% |
| 6M | +52.6% | +61.3% | -8.7% | +32.0% |
| YTD | +16.1% | +59.3% | -43.2% | +0.1% |
| 1Y | +37.3% | +38.3% | -1.0% | +23.0% |
| 3Y | +21.6% | +185.9% | -164.3% | -14.8% |
| All | +2.4% | +158.6% | -156.2% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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