-21.7%
SNAP vs IQV
+36.0%
-57.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.8% | +3.9% |
| 7D | -3.2% | -5.3% | +2.1% | -0.7% |
| 30D | +0.2% | +5.5% | -5.3% | -2.3% |
| 3M | +2.6% | +41.2% | -38.6% | -14.3% |
| 6M | +12.4% | +50.5% | -38.1% | -9.5% |
| YTD | -31.6% | +14.1% | -45.7% | -35.0% |
| 1Y | -21.7% | +39.9% | -61.6% | -27.3% |
| All | -21.7% | +36.0% | -57.7% | -27.3% |
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