+510.3%
IQV vs HRB
+164.5%
+345.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.4% |
| 7D | -2.6% | -10.6% | +8.0% | +0.3% |
| 30D | +6.2% | -0.8% | +7.0% | +5.8% |
| 3M | +38.0% | +19.1% | +18.9% | +30.9% |
| 6M | +43.9% | +48.7% | -4.8% | +27.4% |
| YTD | +14.0% | +7.1% | +6.9% | +10.0% |
| 1Y | +35.5% | -8.3% | +43.8% | +36.0% |
| 3Y | +20.3% | +25.8% | -5.5% | +8.9% |
| 5Y | -1.6% | +111.1% | -112.7% | -24.5% |
| 10Y | +233.4% | +206.6% | +26.9% | +113.6% |
| All | +510.3% | +164.5% | +345.8% | +296.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling