+39.9%
IQV vs STT
+75.2%
-35.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -5.3% | -1.4% | -3.9% | -4.9% |
| 30D | +5.5% | +2.2% | +3.3% | +4.8% |
| 3M | +41.2% | +18.8% | +22.4% | +31.5% |
| 6M | +50.5% | +57.9% | -7.4% | +20.8% |
| YTD | +14.1% | +51.0% | -36.9% | -5.5% |
| 1Y | +39.9% | +77.1% | -37.2% | +14.8% |
| All | +39.9% | +75.2% | -35.2% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling