-48.1%
DOCS vs IQV
+29.4%
-77.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -3.3% |
| 7D | -0.8% | +1.7% | -2.4% | -1.7% |
| 30D | +17.4% | +5.3% | +12.1% | +14.4% |
| 3M | +57.4% | +17.0% | +40.4% | +46.4% |
| 6M | +26.5% | +54.0% | -27.5% | +3.6% |
| YTD | -26.6% | +20.6% | -47.2% | -35.0% |
| 1Y | -48.1% | +28.9% | -77.0% | -57.8% |
| All | -48.1% | +29.4% | -77.5% | -57.8% |
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