+21.6%
IQV vs HIG
+101.1%
-79.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | -2.2% | -1.5% | -0.8% | -1.7% |
| 30D | +8.3% | -0.4% | +8.6% | +8.4% |
| 3M | +44.6% | +6.7% | +37.9% | +41.8% |
| 6M | +52.6% | +2.0% | +50.6% | +51.3% |
| YTD | +16.1% | +0.3% | +15.8% | +15.4% |
| 1Y | +37.3% | +4.2% | +33.1% | +34.0% |
| 3Y | +21.6% | +102.2% | -80.7% | -6.5% |
| All | +21.6% | +101.1% | -79.6% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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