+515.6%
IQV vs SSNC
+471.3%
+44.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | -1.2% |
| 7D | +0.3% | -1.8% | +2.1% | +1.3% |
| 30D | +8.6% | +1.9% | +6.7% | +7.5% |
| 3M | +41.1% | +18.4% | +22.7% | +28.7% |
| 6M | +48.6% | +7.0% | +41.6% | +42.6% |
| YTD | +15.0% | -6.9% | +21.9% | +18.9% |
| 1Y | +38.1% | -8.2% | +46.3% | +43.5% |
| 3Y | +21.4% | +50.5% | -29.1% | -1.8% |
| 5Y | -1.0% | +17.4% | -18.4% | -10.6% |
| 10Y | +233.0% | +164.9% | +68.0% | +118.5% |
| All | +515.6% | +471.3% | +44.2% | +206.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling