+25.0%
IQV vs CAKE
+147.7%
-122.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.2% | 0.0% |
| 7D | -5.5% | +9.1% | -14.6% | -6.4% |
| 30D | -0.9% | +5.8% | -6.7% | -1.5% |
| 3M | +15.6% | +9.3% | +6.3% | +13.8% |
| 6M | +63.9% | +96.1% | -32.2% | +44.1% |
| YTD | +17.0% | +131.4% | -114.4% | 0.0% |
| 1Y | +25.0% | +146.1% | -121.0% | +4.9% |
| All | +25.0% | +147.7% | -122.6% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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