+17.9%
SNPS vs IQV
-1.9%
+19.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | -5.5% | -2.6% | -2.9% | -4.3% |
| 30D | -4.5% | +6.2% | -10.7% | -7.3% |
| 3M | -15.5% | +38.0% | -53.5% | -29.1% |
| 6M | -10.1% | +43.9% | -54.0% | -27.3% |
| YTD | -16.3% | +14.0% | -30.3% | -23.4% |
| 1Y | -34.9% | +35.5% | -70.4% | -45.7% |
| 3Y | -14.4% | +20.3% | -34.7% | -26.9% |
| 5Y | +17.9% | -1.6% | +19.5% | +17.6% |
| All | +17.9% | -1.9% | +19.8% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling