+535.9%
IQV vs HDB
+145.0%
+390.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +2.3% | +0.4% | +1.9% | +2.1% |
| 30D | +13.4% | -2.8% | +16.2% | +14.5% |
| 3M | +43.3% | -3.5% | +46.8% | +44.5% |
| 6M | +50.5% | -24.7% | +75.2% | +64.7% |
| YTD | +18.8% | -36.6% | +55.4% | +37.6% |
| 1Y | +45.5% | -34.4% | +79.8% | +66.0% |
| 3Y | +19.4% | -24.4% | +43.8% | +26.7% |
| 5Y | +1.7% | -35.4% | +37.1% | +12.3% |
| 10Y | +247.9% | +39.5% | +208.4% | +187.6% |
| All | +535.9% | +145.0% | +390.9% | +388.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling