-12.9%
SNPS vs IQV
+36.2%
-49.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.8% |
| 7D | +1.1% | -2.5% | +3.5% | +2.0% |
| 30D | -5.2% | +1.2% | -6.3% | -5.7% |
| 3M | +10.6% | +9.8% | +0.8% | +6.2% |
| 6M | -10.6% | +53.8% | -64.4% | -26.6% |
| YTD | -3.1% | +17.6% | -20.7% | -9.9% |
| 1Y | +15.6% | +18.6% | -3.0% | +6.9% |
| 3Y | -12.9% | +36.9% | -49.8% | -23.4% |
| All | -12.9% | +36.2% | -49.1% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling