-77.7%
SNAP vs IQV
+248.3%
-326.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.1% |
| 7D | +0.7% | +2.3% | -1.6% | -0.7% |
| 30D | +2.6% | +13.4% | -10.8% | -5.7% |
| 3M | -9.9% | +43.3% | -53.2% | -30.2% |
| 6M | +1.9% | +50.5% | -48.7% | -24.7% |
| YTD | -32.2% | +18.8% | -51.0% | -41.2% |
| 1Y | -22.8% | +45.5% | -68.3% | -42.3% |
| 3Y | -47.6% | +19.4% | -67.0% | -57.0% |
| 5Y | -92.7% | +1.7% | -94.4% | -93.3% |
| All | -77.7% | +248.3% | -326.0% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling