+37.3%
IQV vs HBM
+97.2%
-59.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | -2.2% | -3.3% | +1.1% | -2.2% |
| 30D | +8.3% | -4.8% | +13.1% | +8.4% |
| 3M | +44.6% | -0.4% | +45.0% | +45.2% |
| 6M | +52.6% | +17.9% | +34.7% | +50.2% |
| YTD | +16.1% | +33.7% | -17.6% | +14.5% |
| 1Y | +37.3% | +95.6% | -58.3% | +34.9% |
| All | +37.3% | +97.2% | -59.9% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling