+40.4%
IQV vs HAS
+214.3%
-173.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.1% | -1.6% |
| 7D | +4.8% | +3.3% | +1.5% | +3.6% |
| 30D | +5.9% | +30.5% | -24.7% | -4.0% |
| 3M | +13.7% | +29.9% | -16.2% | +3.2% |
| 6M | +54.0% | +26.5% | +27.4% | +40.7% |
| YTD | +22.1% | +51.9% | -29.9% | +2.1% |
| 1Y | +29.1% | +60.9% | -31.8% | +5.3% |
| 3Y | +40.4% | +215.0% | -174.6% | -18.9% |
| All | +40.4% | +214.3% | -173.9% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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