+59.0%
DDOG vs IQV
+41.8%
+17.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -0.9% |
| 7D | +3.9% | -2.2% | +6.1% | +4.7% |
| 30D | -8.2% | +8.3% | -16.5% | -11.0% |
| 3M | -5.6% | +44.6% | -50.1% | -19.2% |
| 6M | +73.5% | +52.6% | +20.9% | +44.7% |
| YTD | +62.7% | +16.1% | +46.5% | +56.1% |
| 1Y | +59.0% | +37.3% | +21.7% | +41.4% |
| All | +59.0% | +41.8% | +17.2% | +41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling