+272.5%
SNDK vs IQV
+26.3%
+246.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | +0.4% | -22.7% | -22.2% |
| 7D | -39.4% | -3.7% | -35.7% | -39.8% |
| 30D | -51.4% | +1.9% | -53.3% | -51.2% |
| 3M | -40.3% | +12.2% | -52.5% | -38.8% |
| 6M | -42.7% | +50.1% | -92.8% | -42.7% |
| YTD | +239.7% | +17.5% | +222.2% | +258.8% |
| 1Y | +272.5% | +26.1% | +246.4% | +295.1% |
| All | +272.5% | +26.3% | +246.2% | +295.1% |
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 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