+19.5%
IQV vs SSNC
+46.7%
-27.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.5% |
| 7D | -5.3% | -6.7% | +1.5% | -0.6% |
| 30D | +5.5% | -0.8% | +6.3% | +6.1% |
| 3M | +41.2% | +16.1% | +25.2% | +26.6% |
| 6M | +50.5% | +7.9% | +42.6% | +41.9% |
| YTD | +14.1% | -8.7% | +22.9% | +22.1% |
| 1Y | +39.9% | -9.5% | +49.4% | +50.5% |
| All | +19.5% | +46.7% | -27.3% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 3y: compounded portfolio wealth divided by compounded SSNC 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…
3y analysis · Full analysis span regression · 6 months rolling