+293.4%
SN vs IQV
+14.0%
+279.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | -7.2% | -5.3% | -1.9% | -5.4% |
| 30D | -13.4% | +5.5% | -18.9% | -15.2% |
| 3M | +26.8% | +41.2% | -14.4% | +10.7% |
| 6M | +44.6% | +50.5% | -5.9% | +22.6% |
| YTD | +45.3% | +14.1% | +31.1% | +36.3% |
| 1Y | +40.1% | +39.9% | +0.2% | +19.1% |
| 3Y | +375.3% | +20.5% | +354.8% | +343.9% |
| All | +293.4% | +14.0% | +279.4% | +293.8% |
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