+5.3%
IQV vs HDB
-23.2%
+28.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.3% |
| 7D | -2.5% | +2.7% | -5.2% | -3.2% |
| 30D | +1.2% | +14.1% | -13.0% | -2.8% |
| 3M | +9.8% | +11.8% | -2.0% | +5.8% |
| 6M | +53.8% | +8.2% | +45.6% | +49.0% |
| YTD | +17.6% | -29.3% | +46.9% | +29.9% |
| 1Y | +18.6% | -28.8% | +47.4% | +30.5% |
| 3Y | +36.9% | -7.5% | +44.4% | +33.1% |
| All | +5.3% | -23.2% | +28.4% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling