+236.7%
IQV vs HUBB
+446.9%
-210.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +0.9% |
| 7D | -2.2% | -0.1% | -2.2% | -2.2% |
| 30D | +8.3% | -10.0% | +18.3% | +13.6% |
| 3M | +44.6% | -1.6% | +46.2% | +43.1% |
| 6M | +52.6% | -3.1% | +55.7% | +50.0% |
| YTD | +16.1% | +4.6% | +11.5% | +8.9% |
| 1Y | +37.3% | +3.3% | +33.9% | +28.9% |
| 3Y | +21.6% | +46.6% | -25.0% | -9.7% |
| 5Y | +0.5% | +158.7% | -158.2% | -48.5% |
| All | +236.7% | +446.9% | -210.2% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 10y: compounded portfolio wealth divided by compounded HUBB 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…
10y analysis · Full analysis span regression · 6 months rolling