-1.0%
IQV vs HAS
+10.2%
-11.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.3% |
| 7D | +0.3% | -3.1% | +3.4% | +1.5% |
| 30D | +8.6% | -2.7% | +11.3% | +9.6% |
| 3M | +41.1% | +8.9% | +32.2% | +36.7% |
| 6M | +48.6% | -2.9% | +51.5% | +48.7% |
| YTD | +15.0% | +12.6% | +2.4% | +8.2% |
| 1Y | +38.1% | +17.5% | +20.6% | +27.6% |
| 3Y | +21.4% | +46.2% | -24.8% | +0.2% |
| 5Y | -1.0% | +12.6% | -13.6% | -6.8% |
| All | -1.0% | +10.2% | -11.2% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling