-38.3%
DOCS vs IQV
+29.1%
-67.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | 0.0% | -0.7% |
| 7D | -0.6% | +4.8% | -5.3% | -2.9% |
| 30D | +6.3% | +5.9% | +0.4% | +3.3% |
| 3M | +26.5% | +13.7% | +12.8% | +18.9% |
| 6M | +24.8% | +54.0% | -29.2% | +2.1% |
| YTD | -26.8% | +22.1% | -48.9% | -35.1% |
| 1Y | -38.3% | +29.1% | -67.4% | -48.3% |
| All | -38.3% | +29.1% | -67.4% | -48.3% |
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 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