+45.5%
IQV vs DOCU
-9.0%
+54.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -2.5% |
| 7D | +2.3% | +6.9% | -4.6% | +0.3% |
| 30D | +13.4% | +19.0% | -5.6% | +7.4% |
| 3M | +43.3% | +34.3% | +9.0% | +30.2% |
| 6M | +50.5% | +48.0% | +2.5% | +33.1% |
| YTD | +18.8% | 0.0% | +18.8% | +7.1% |
| 1Y | +45.5% | -10.3% | +55.7% | +28.7% |
| All | +45.5% | -9.0% | +54.5% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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