+572.5%
SNPS vs IQV
+242.6%
+329.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.8% |
| 7D | +0.9% | -2.2% | +3.1% | +2.0% |
| 30D | -3.6% | +8.3% | -11.9% | -7.7% |
| 3M | -12.9% | +44.6% | -57.5% | -29.5% |
| 6M | -8.2% | +52.6% | -60.8% | -29.0% |
| YTD | -15.4% | +16.1% | -31.5% | -24.5% |
| 1Y | -9.3% | +37.3% | -46.6% | -26.6% |
| 3Y | -14.0% | +21.6% | -35.5% | -28.0% |
| 5Y | +19.5% | +0.5% | +19.0% | +10.4% |
| All | +572.5% | +242.6% | +329.9% | +251.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling