+432.9%
SNXX vs IQV
+12.6%
+420.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.4% | +24.8% | +22.5% |
| 7D | +34.9% | +2.3% | +32.6% | +36.8% |
| 30D | +52.5% | +13.4% | +39.1% | +64.4% |
| 3M | -41.3% | +43.3% | -84.6% | -33.1% |
| 6M | +293.8% | +50.5% | +243.2% | +324.2% |
| All | +432.9% | +12.6% | +420.3% | +473.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling