+37.3%
IQV vs HSY
-4.1%
+41.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +8.3% | -5.2% | +13.5% | +8.6% |
| 3M | +44.6% | -3.4% | +48.0% | +44.5% |
| 6M | +52.6% | -19.2% | +71.8% | +48.6% |
| YTD | +16.1% | -2.6% | +18.8% | +15.4% |
| 1Y | +37.3% | -3.8% | +41.0% | +36.3% |
| All | +37.3% | -4.1% | +41.4% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling