+2,125.4%
STRL vs IQV
-1.9%
+2,127.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +8.2% | -2.6% | +10.8% | +9.0% |
| 30D | -6.3% | +6.2% | -12.5% | -8.4% |
| 3M | -41.2% | +38.0% | -79.2% | -49.4% |
| 6M | +20.4% | +43.9% | -23.6% | +1.4% |
| YTD | +61.7% | +14.0% | +47.7% | +46.7% |
| 1Y | +72.7% | +35.5% | +37.2% | +45.7% |
| 3Y | +530.9% | +20.3% | +510.6% | +449.2% |
| 5Y | +2,125.4% | -1.6% | +2,127.0% | +1,848.0% |
| All | +2,125.4% | -1.9% | +2,127.3% | +1,848.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling