+412.0%
SN vs IQV
+18.7%
+393.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +2.2% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | -5.6% | +8.6% | -14.2% | -8.5% |
| 3M | +48.1% | +41.1% | +7.0% | +29.7% |
| 6M | +57.6% | +48.6% | +9.1% | +34.7% |
| YTD | +56.5% | +15.0% | +41.5% | +46.6% |
| 1Y | +52.6% | +38.1% | +14.4% | +31.0% |
| 3Y | +412.0% | +21.4% | +390.6% | +358.2% |
| All | +412.0% | +18.7% | +393.3% | +358.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling