+2,684.0%
SNDK vs IQV
+46.0%
+2,638.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.4% | +13.3% | +11.8% |
| 7D | +17.2% | +2.3% | +14.9% | +17.3% |
| 30D | +28.8% | +13.4% | +15.4% | +29.4% |
| 3M | -1.1% | +43.3% | -44.4% | -6.1% |
| 6M | +190.5% | +50.5% | +139.9% | +167.3% |
| YTD | +633.0% | +18.8% | +614.2% | +666.5% |
| 1Y | +2,684.0% | +45.5% | +2,638.5% | +2,303.8% |
| All | +2,684.0% | +46.0% | +2,638.0% | +2,303.8% |
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 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