+510.3%
IQV vs HIG
+506.0%
+4.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -1.1% |
| 7D | -2.6% | -0.5% | -2.1% | -2.4% |
| 30D | +6.2% | -2.8% | +9.0% | +7.3% |
| 3M | +38.0% | +6.3% | +31.6% | +34.7% |
| 6M | +43.9% | -0.1% | +44.0% | +43.5% |
| YTD | +14.0% | +0.4% | +13.6% | +13.0% |
| 1Y | +35.5% | +6.2% | +29.3% | +31.1% |
| 3Y | +20.3% | +101.6% | -81.3% | -10.8% |
| 5Y | -1.6% | +119.8% | -121.5% | -30.1% |
| 10Y | +233.4% | +311.7% | -78.3% | +75.1% |
| All | +510.3% | +506.0% | +4.3% | +183.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling