+2.4%
IQV vs HRB
+114.1%
-111.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | -2.2% | -8.0% | +5.8% | -0.3% |
| 30D | +8.3% | -16.0% | +24.3% | +12.7% |
| 3M | +44.6% | +26.9% | +17.7% | +36.0% |
| 6M | +52.6% | +51.1% | +1.4% | +36.7% |
| YTD | +16.1% | +7.1% | +9.1% | +13.1% |
| 1Y | +37.3% | -9.6% | +46.9% | +39.1% |
| 3Y | +21.6% | +25.4% | -3.8% | +11.8% |
| All | +2.4% | +114.1% | -111.6% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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