+4,437.1%
SNDK vs IQV
+32.3%
+4,404.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -3.9% |
| 7D | -6.1% | -2.2% | -3.9% | -5.6% |
| 30D | +21.5% | +8.3% | +13.2% | +18.8% |
| 3M | -13.2% | +44.6% | -57.8% | -27.2% |
| 6M | +149.2% | +52.6% | +96.6% | +100.8% |
| YTD | +588.1% | +16.1% | +571.9% | +548.8% |
| 1Y | +1,837.5% | +37.3% | +1,800.3% | +1,519.7% |
| All | +4,437.1% | +32.3% | +4,404.8% | +4,234.7% |
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