+539.9%
STRL vs IQV
+18.7%
+521.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.2% | +6.4% | +4.1% |
| 7D | +10.1% | +0.3% | +9.8% | +9.9% |
| 30D | -8.2% | +8.6% | -16.8% | -10.5% |
| 3M | -43.7% | +41.1% | -84.8% | -51.3% |
| 6M | +27.1% | +48.6% | -21.4% | +6.9% |
| YTD | +64.0% | +15.0% | +49.0% | +48.5% |
| 1Y | +75.2% | +38.1% | +37.0% | +47.5% |
| 3Y | +539.9% | +21.4% | +518.5% | +494.4% |
| All | +539.9% | +18.7% | +521.2% | +494.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling