+432.7%
SN vs IQV
+20.1%
+412.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.5% |
| 7D | +1.4% | +2.4% | -1.0% | +0.6% |
| 30D | +16.6% | +4.0% | +12.6% | +14.8% |
| 3M | +18.3% | +12.2% | +6.1% | +13.0% |
| 6M | +103.1% | +54.9% | +48.2% | +70.6% |
| YTD | +96.7% | +20.3% | +76.5% | +80.7% |
| 1Y | +134.3% | +22.7% | +111.6% | +113.4% |
| 3Y | +425.2% | +38.3% | +386.9% | +332.0% |
| All | +432.7% | +20.1% | +412.6% | +422.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling