+66.4%
DOCN vs IQV
+41.5%
+24.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.4% | -16.3% | -16.1% |
| 7D | -29.3% | -3.7% | -25.6% | -27.5% |
| 30D | -46.0% | +1.9% | -47.9% | -46.8% |
| 3M | -43.2% | +12.2% | -55.4% | -48.2% |
| 6M | -53.7% | +50.1% | -103.9% | -68.3% |
| YTD | +46.9% | +17.5% | +29.4% | +20.4% |
| 1Y | +54.3% | +26.1% | +28.3% | +18.5% |
| 3Y | +185.5% | +34.3% | +151.2% | +89.2% |
| 5Y | -31.1% | +7.2% | -38.3% | -37.9% |
| All | +66.4% | +41.5% | +24.9% | +16.9% |
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