+459.9%
DDOG vs IQV
+69.1%
+390.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | +0.5% |
| 7D | -6.1% | +0.3% | -6.4% | -6.4% |
| 30D | -10.1% | +8.6% | -18.7% | -14.5% |
| 3M | -9.3% | +41.1% | -50.4% | -26.8% |
| 6M | +67.2% | +48.6% | +18.6% | +29.9% |
| YTD | +54.6% | +15.0% | +39.6% | +38.8% |
| 1Y | +54.1% | +38.1% | +16.0% | +23.1% |
| 3Y | +115.3% | +21.4% | +93.9% | +74.6% |
| 5Y | +50.6% | -1.0% | +51.7% | +40.9% |
| All | +459.9% | +69.1% | +390.8% | +309.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling