+19.3%
IQV vs HDB
-30.2%
+49.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.5% |
| 7D | -2.6% | -4.9% | +2.3% | -1.6% |
| 30D | +6.2% | -5.8% | +12.0% | +7.5% |
| 3M | +38.0% | -5.2% | +43.2% | +39.2% |
| 6M | +43.9% | -25.7% | +69.6% | +51.6% |
| YTD | +14.0% | -39.6% | +53.6% | +24.4% |
| 1Y | +35.5% | -36.9% | +72.4% | +46.3% |
| All | +19.3% | -30.2% | +49.6% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling