+535.9%
IQV vs HAS
+198.1%
+337.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +2.3% | -1.8% | +4.1% | +2.9% |
| 30D | +13.4% | +2.3% | +11.2% | +12.6% |
| 3M | +43.3% | +10.4% | +32.9% | +38.6% |
| 6M | +50.5% | -3.2% | +53.8% | +50.8% |
| YTD | +18.8% | +15.4% | +3.4% | +11.9% |
| 1Y | +45.5% | +18.8% | +26.7% | +35.5% |
| 3Y | +19.4% | +43.9% | -24.6% | +2.1% |
| 5Y | +1.7% | +13.9% | -12.2% | -8.0% |
| 10Y | +247.9% | +56.4% | +191.5% | +166.4% |
| All | +535.9% | +198.1% | +337.8% | +318.7% |
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