+121.1%
DDOG vs IQV
+19.8%
+101.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.9% | +8.0% | +7.5% |
| 7D | +7.7% | -2.6% | +10.3% | +8.6% |
| 30D | -13.6% | +6.2% | -19.8% | -15.6% |
| 3M | -0.9% | +38.0% | -38.9% | -12.6% |
| 6M | +75.2% | +43.9% | +31.3% | +51.8% |
| YTD | +65.7% | +14.0% | +51.6% | +55.9% |
| 1Y | +60.4% | +35.5% | +24.9% | +41.9% |
| All | +121.1% | +19.8% | +101.3% | +98.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling