+529.6%
IQV vs HDB
+173.0%
+356.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.4% |
| 7D | -2.5% | +2.7% | -5.2% | -3.4% |
| 30D | +1.2% | +14.1% | -13.0% | -3.4% |
| 3M | +9.8% | +11.8% | -2.0% | +5.2% |
| 6M | +53.8% | +8.2% | +45.6% | +48.3% |
| YTD | +17.6% | -29.3% | +46.9% | +30.8% |
| 1Y | +18.6% | -28.8% | +47.4% | +31.4% |
| 3Y | +36.9% | -7.5% | +44.4% | +34.8% |
| 5Y | +4.1% | -23.1% | +27.2% | +7.9% |
| 10Y | +243.7% | +63.7% | +180.0% | +170.0% |
| All | +529.6% | +173.0% | +356.6% | +364.7% |
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