+231.0%
IQV vs RCAT
-98.5%
+329.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | -5.3% | -5.4% | +0.1% | -5.2% |
| 30D | +5.5% | -24.2% | +29.7% | +5.7% |
| 3M | +41.2% | -25.8% | +67.1% | +41.4% |
| 6M | +50.5% | -44.9% | +95.5% | +50.8% |
| YTD | +14.1% | +1.9% | +12.3% | +13.9% |
| 1Y | +39.9% | -5.2% | +45.1% | +39.6% |
| 3Y | +20.5% | +759.6% | -739.1% | +18.8% |
| 5Y | -1.2% | +187.5% | -188.8% | -2.5% |
| All | +231.0% | -98.5% | +329.5% | +229.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling