+264.4%
IQV vs DOC
+15.7%
+248.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.3% |
| 7D | +1.7% | +6.5% | -4.8% | -1.2% |
| 30D | +5.3% | +9.2% | -3.8% | +1.0% |
| 3M | +17.0% | -2.5% | +19.4% | +17.8% |
| 6M | +54.0% | +7.1% | +47.0% | +48.6% |
| YTD | +20.6% | +33.0% | -12.4% | +3.9% |
| 1Y | +28.9% | +23.3% | +5.6% | +15.0% |
| 3Y | +37.0% | +44.9% | -7.9% | +12.1% |
| 5Y | +10.0% | -21.6% | +31.6% | +17.5% |
| All | +264.4% | +15.7% | +248.7% | +235.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling