+535.9%
IQV vs DOC
-12.5%
+548.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.7% |
| 7D | +2.3% | -1.5% | +3.8% | +2.9% |
| 30D | +13.4% | -4.8% | +18.2% | +15.6% |
| 3M | +43.3% | +6.9% | +36.4% | +39.7% |
| 6M | +50.5% | +20.7% | +29.8% | +38.3% |
| YTD | +18.8% | +34.1% | -15.4% | +4.5% |
| 1Y | +45.5% | +22.6% | +22.8% | +32.3% |
| 3Y | +19.4% | +20.8% | -1.5% | +8.3% |
| 5Y | +1.7% | -24.9% | +26.6% | +9.1% |
| 10Y | +247.9% | -1.8% | +249.8% | +225.0% |
| All | +535.9% | -12.5% | +548.4% | +517.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling