+551.9%
IQV vs HAS
+299.5%
+252.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.8% |
| 7D | +4.1% | +2.0% | +2.1% | +3.4% |
| 30D | +4.7% | +30.9% | -26.2% | -4.2% |
| 3M | +12.6% | +28.8% | -16.2% | +3.5% |
| 6M | +58.2% | +32.3% | +25.8% | +43.5% |
| YTD | +21.8% | +54.7% | -32.9% | +4.1% |
| 1Y | +25.6% | +63.2% | -37.6% | +5.5% |
| 3Y | +40.1% | +220.7% | -180.6% | -6.6% |
| 5Y | +8.7% | +53.3% | -44.6% | -10.7% |
| 10Y | +255.9% | +104.2% | +151.7% | +149.0% |
| All | +551.9% | +299.5% | +252.4% | +289.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling