+76.7%
DDOG vs IQV
+36.2%
+40.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.6% |
| 7D | +2.9% | -2.5% | +5.3% | +3.7% |
| 30D | -31.6% | +1.2% | -32.8% | -31.8% |
| 3M | -27.0% | +9.8% | -36.8% | -29.4% |
| 6M | -10.3% | +53.8% | -64.1% | -23.6% |
| YTD | +35.4% | +17.6% | +17.8% | +26.4% |
| 1Y | -1.0% | +18.6% | -19.6% | -7.9% |
| 3Y | +76.7% | +36.9% | +39.8% | +44.6% |
| All | +76.7% | +36.2% | +40.5% | +44.6% |
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