+994.8%
SNPS vs IQV
+492.3%
+502.4%
-42.3%
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% | +1.1% |
| 7D | -5.5% | +0.3% | -5.8% | -5.7% |
| 30D | -5.8% | +8.6% | -14.4% | -9.6% |
| 3M | -17.2% | +41.1% | -58.3% | -31.4% |
| 6M | -10.4% | +48.6% | -58.9% | -28.8% |
| YTD | -16.5% | +15.0% | -31.5% | -24.7% |
| 1Y | -35.6% | +38.1% | -73.7% | -46.9% |
| 3Y | -14.6% | +21.4% | -36.0% | -27.7% |
| 5Y | +16.5% | -1.0% | +17.5% | +8.7% |
| 10Y | +556.6% | +233.0% | +323.6% | +257.4% |
| All | +994.8% | +492.3% | +502.4% | +415.7% |
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