-47.3%
DOCS vs IQV
+25.1%
-72.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.9% | +6.1% |
| 7D | +1.2% | -5.5% | +6.7% | +4.1% |
| 30D | +21.3% | -0.9% | +22.2% | +21.8% |
| 3M | +58.4% | +15.6% | +42.8% | +48.4% |
| 6M | +39.3% | +63.9% | -24.6% | +11.7% |
| YTD | -21.7% | +17.0% | -38.7% | -29.7% |
| 1Y | -47.3% | +25.0% | -72.4% | -57.0% |
| All | -47.3% | +25.1% | -72.4% | -57.0% |
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