+38.1%
IQV vs CART
+5.2%
+32.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.0% | +2.8% | -2.1% |
| 7D | +0.3% | -4.1% | +4.4% | +1.1% |
| 30D | +8.6% | -4.3% | +12.9% | +9.4% |
| 3M | +41.1% | +13.1% | +28.0% | +38.0% |
| 6M | +48.6% | +26.0% | +22.5% | +42.7% |
| YTD | +15.0% | +6.7% | +8.3% | +10.5% |
| 1Y | +38.1% | +6.3% | +31.8% | +31.2% |
| All | +38.1% | +5.2% | +32.9% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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