+515.6%
IQV vs HBM
+261.3%
+254.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.8% | -8.9% | -4.0% |
| 7D | +0.3% | +7.4% | -7.0% | -0.7% |
| 30D | +8.6% | +5.1% | +3.5% | +7.7% |
| 3M | +41.1% | +11.1% | +30.0% | +37.8% |
| 6M | +48.6% | +30.2% | +18.3% | +40.5% |
| YTD | +15.0% | +46.2% | -31.2% | +6.4% |
| 1Y | +38.1% | +120.0% | -81.9% | +19.6% |
| 3Y | +21.4% | +527.4% | -506.0% | -12.3% |
| 5Y | -1.0% | +400.4% | -401.4% | -28.7% |
| 10Y | +233.0% | +621.5% | -388.6% | +104.5% |
| All | +515.6% | +261.3% | +254.3% | +280.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling