+6.5%
IQV vs RCAT
+57.4%
-50.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.3% | +7.0% | -0.8% |
| 7D | +2.4% | +15.6% | -13.2% | +1.6% |
| 30D | +4.0% | -24.1% | +28.1% | +5.1% |
| 3M | +12.2% | -61.9% | +74.0% | +16.9% |
| 6M | +54.9% | -64.3% | +119.2% | +60.7% |
| YTD | +20.3% | -50.4% | +70.7% | +21.6% |
| 1Y | +22.7% | -54.0% | +76.8% | +24.1% |
| 3Y | +38.3% | +347.2% | -308.8% | +17.6% |
| 5Y | +6.5% | +45.7% | -39.3% | -6.4% |
| All | +6.5% | +57.4% | -50.9% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling