+510.3%
IQV vs HUBB
+516.3%
-6.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | +0.1% |
| 7D | -2.6% | +1.1% | -3.7% | -3.1% |
| 30D | +6.2% | -9.6% | +15.8% | +11.0% |
| 3M | +38.0% | -6.2% | +44.2% | +39.7% |
| 6M | +43.9% | -6.2% | +50.1% | +44.0% |
| YTD | +14.0% | +3.4% | +10.7% | +7.9% |
| 1Y | +35.5% | +5.3% | +30.2% | +26.4% |
| 3Y | +20.3% | +44.4% | -24.0% | -8.2% |
| 5Y | -1.6% | +152.4% | -154.0% | -46.3% |
| 10Y | +233.4% | +437.0% | -203.6% | +19.8% |
| All | +510.3% | +516.3% | -6.0% | +112.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling