+1.3%
IQV vs DOCU
-78.0%
+79.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -2.2% |
| 7D | +2.3% | +6.9% | -4.6% | +0.8% |
| 30D | +13.4% | +19.0% | -5.6% | +8.9% |
| 3M | +43.3% | +34.3% | +9.0% | +33.7% |
| 6M | +50.5% | +48.0% | +2.5% | +37.1% |
| YTD | +18.8% | 0.0% | +18.8% | +16.9% |
| 1Y | +45.5% | -10.3% | +55.7% | +45.3% |
| 3Y | +19.4% | +32.4% | -13.0% | +6.0% |
| All | +1.3% | -78.0% | +79.2% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling