+116.4%
DOCN vs IQV
+25.1%
+91.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.5% | -7.6% | -7.2% |
| 7D | -20.0% | -5.5% | -14.6% | -19.6% |
| 30D | -38.8% | -0.9% | -37.9% | -38.7% |
| 3M | -34.8% | +15.6% | -50.4% | -36.1% |
| 6M | -22.8% | +63.9% | -86.7% | -35.5% |
| YTD | +74.6% | +17.0% | +57.6% | +64.3% |
| 1Y | +116.4% | +25.0% | +91.4% | +108.7% |
| All | +116.4% | +25.1% | +91.3% | +108.7% |
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