+91.0%
DOCN vs IQV
+21.2%
+69.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.2% | -2.0% | -3.9% |
| 7D | +19.1% | -2.5% | +21.6% | +19.5% |
| 30D | -21.0% | +1.2% | -22.2% | -21.1% |
| 3M | -34.7% | +9.8% | -44.5% | -35.6% |
| 6M | -45.8% | +53.8% | -99.6% | -53.7% |
| YTD | +79.4% | +17.6% | +61.8% | +68.2% |
| 1Y | +91.0% | +18.6% | +72.4% | +78.2% |
| All | +91.0% | +21.2% | +69.8% | +78.2% |
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 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