+43.0%
SN vs IQV
+46.0%
-2.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.8% |
| 7D | -9.3% | +2.3% | -11.6% | -9.7% |
| 30D | -4.8% | +13.4% | -18.2% | -7.2% |
| 3M | +40.4% | +43.3% | -2.9% | +30.7% |
| 6M | +50.9% | +50.5% | +0.4% | +38.6% |
| YTD | +54.9% | +18.8% | +36.1% | +46.3% |
| 1Y | +43.0% | +45.5% | -2.4% | +37.5% |
| All | +43.0% | +46.0% | -2.9% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling