+1,171.2%
SNPS vs IQV
+505.9%
+665.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.6% |
| 7D | +1.1% | -2.5% | +3.5% | +2.3% |
| 30D | -5.2% | +1.2% | -6.3% | -5.9% |
| 3M | +10.6% | +9.8% | +0.8% | +4.8% |
| 6M | -10.6% | +53.8% | -64.4% | -30.3% |
| YTD | -3.1% | +17.6% | -20.7% | -14.1% |
| 1Y | +15.6% | +18.6% | -3.0% | +1.9% |
| 3Y | -12.9% | +36.9% | -49.8% | -31.0% |
| 5Y | +31.2% | +4.1% | +27.1% | +18.7% |
| 10Y | +663.4% | +243.7% | +419.6% | +307.6% |
| All | +1,171.2% | +505.9% | +665.3% | +488.6% |
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 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