+5.3%
IQV vs DOCU
-69.6%
+74.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.4% |
| 7D | -2.5% | +4.1% | -6.5% | -3.3% |
| 30D | +1.2% | +7.4% | -6.2% | -0.4% |
| 3M | +9.8% | +26.0% | -16.2% | +4.0% |
| 6M | +53.8% | +79.2% | -25.4% | +34.4% |
| YTD | +17.6% | +18.1% | -0.5% | +11.4% |
| 1Y | +18.6% | +20.5% | -1.9% | +11.6% |
| 3Y | +36.9% | +96.4% | -59.5% | +11.8% |
| All | +5.3% | -69.6% | +74.9% | -3.0% |
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