+32.1%
SNOW vs IQV
+56.5%
-24.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +1.5% |
| 7D | +4.9% | +0.3% | +4.6% | +4.9% |
| 30D | +1.5% | +8.6% | -7.1% | -3.4% |
| 3M | +39.5% | +41.1% | -1.6% | +10.1% |
| 6M | +85.9% | +48.6% | +37.3% | +42.9% |
| YTD | +52.9% | +15.0% | +38.0% | +36.6% |
| 1Y | +48.1% | +38.1% | +10.0% | +17.1% |
| 3Y | +102.2% | +21.4% | +80.8% | +64.6% |
| 5Y | +5.5% | -1.0% | +6.5% | -2.5% |
| All | +32.1% | +56.5% | -24.4% | -2.4% |
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