-33.4%
CAT vs IQV
+55.8%
-89.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.3% |
| 7D | +9.3% | +2.4% | +7.0% | +9.9% |
| 30D | -21.5% | +4.0% | -25.5% | -20.5% |
| 3M | -29.1% | +12.2% | -41.3% | -26.1% |
| 6M | -33.4% | +54.9% | -88.2% | -23.1% |
| All | -33.4% | +55.8% | -89.2% | -23.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling