+6.5%
CAT vs IQV
+23.8%
-17.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.5% |
| 7D | +9.3% | +2.4% | +7.0% | +9.5% |
| 30D | -21.5% | +4.0% | -25.5% | -21.2% |
| 3M | -29.1% | +12.2% | -41.3% | -28.3% |
| 6M | -33.4% | +54.9% | -88.2% | -32.1% |
| YTD | +6.6% | +20.3% | -13.7% | +10.2% |
| 1Y | +6.5% | +22.7% | -16.2% | +9.6% |
| All | +6.5% | +23.8% | -17.3% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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