+236.7%
IQV vs STT
+271.9%
-35.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | -2.2% | -0.4% | -1.8% | -2.0% |
| 30D | +8.3% | +1.7% | +6.6% | +7.4% |
| 3M | +44.6% | +17.9% | +26.7% | +33.8% |
| 6M | +52.6% | +55.3% | -2.7% | +24.8% |
| YTD | +16.1% | +52.7% | -36.5% | -4.3% |
| 1Y | +37.3% | +75.7% | -38.4% | +6.2% |
| 3Y | +21.6% | +197.9% | -176.3% | -25.6% |
| 5Y | +0.5% | +158.8% | -158.3% | -37.2% |
| All | +236.7% | +271.9% | -35.2% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling