+324.3%
DOCN vs IQV
+19.4%
+304.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.4% |
| 7D | +1.1% | +2.3% | -1.2% | +0.1% |
| 30D | -9.6% | +13.4% | -23.1% | -14.9% |
| 3M | -37.7% | +43.3% | -81.0% | -49.9% |
| 6M | +115.2% | +50.5% | +64.7% | +66.2% |
| YTD | +133.7% | +18.8% | +114.9% | +105.4% |
| 1Y | +250.2% | +45.5% | +204.7% | +168.2% |
| All | +324.3% | +19.4% | +304.9% | +201.3% |
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