+181.8%
IQV vs DOCU
+104.2%
+77.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +3.0% |
| 7D | +1.7% | -5.5% | +7.2% | +2.8% |
| 30D | +5.3% | +12.6% | -7.3% | +2.7% |
| 3M | +17.0% | +36.4% | -19.4% | +9.3% |
| 6M | +54.0% | +66.8% | -12.8% | +37.8% |
| YTD | +20.6% | +13.5% | +7.1% | +15.8% |
| 1Y | +28.9% | +11.3% | +17.6% | +24.0% |
| 3Y | +37.0% | +92.1% | -55.0% | +14.3% |
| 5Y | +10.0% | -71.0% | +81.0% | +16.2% |
| All | +181.8% | +104.2% | +77.6% | +93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling