-95.7%
SNDQ vs IQV
+58.8%
-154.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -1.4% | -22.4% | -21.8% |
| 7D | -30.8% | +2.3% | -33.1% | -32.7% |
| 30D | -51.7% | +13.4% | -65.2% | -59.7% |
| 3M | -78.0% | +43.3% | -121.3% | -83.4% |
| All | -95.7% | +58.8% | -154.5% | -96.2% |
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 · Available span rolling