+4,740.7%
STRL vs IQV
+511.9%
+4,228.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.4% | +7.2% | +6.3% |
| 7D | +3.4% | +2.3% | +1.1% | +2.4% |
| 30D | -9.2% | +13.4% | -22.7% | -13.9% |
| 3M | -51.0% | +43.3% | -94.3% | -59.2% |
| 6M | +15.8% | +50.5% | -34.8% | -5.6% |
| YTD | +58.9% | +18.8% | +40.1% | +40.9% |
| 1Y | +68.5% | +45.5% | +23.1% | +36.3% |
| 3Y | +485.2% | +19.4% | +465.9% | +401.1% |
| 5Y | +2,005.1% | +1.7% | +2,003.4% | +1,785.9% |
| 10Y | +7,118.0% | +247.9% | +6,870.0% | +3,812.1% |
| All | +4,740.7% | +511.9% | +4,228.8% | +2,048.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling