+8.3%
IQV vs HTZ
-89.5%
+97.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.5% |
| 7D | +2.3% | +7.5% | -5.2% | +1.7% |
| 30D | +13.4% | +47.4% | -34.0% | +9.3% |
| 3M | +43.3% | -54.9% | +98.2% | +49.5% |
| 6M | +50.5% | -47.0% | +97.5% | +53.5% |
| YTD | +18.8% | -55.3% | +74.0% | +23.0% |
| 1Y | +45.5% | -57.6% | +103.1% | +49.6% |
| 3Y | +19.4% | -86.6% | +106.0% | +35.6% |
| 5Y | +1.7% | -86.1% | +87.8% | +14.6% |
| All | +8.3% | -89.5% | +97.9% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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