-35.6%
DOCN vs IQV
+9.4%
-45.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.7% |
| 7D | -19.2% | +1.7% | -20.8% | -20.2% |
| 30D | -43.1% | +5.3% | -48.4% | -45.2% |
| 3M | -40.7% | +17.0% | -57.7% | -47.5% |
| 6M | -55.0% | +54.0% | -109.0% | -69.9% |
| YTD | +50.6% | +20.6% | +30.0% | +20.9% |
| 1Y | +54.0% | +28.9% | +25.0% | +16.0% |
| 3Y | +203.9% | +37.0% | +166.9% | +96.1% |
| All | -35.6% | +9.4% | -45.0% | -41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling