+123.8%
STX vs IQV
+25.1%
+98.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.5% | -8.6% | -8.1% |
| 7D | -20.2% | -5.5% | -14.7% | -21.0% |
| 30D | -37.2% | -0.9% | -36.3% | -37.3% |
| 3M | -34.1% | +15.6% | -49.6% | -32.1% |
| 6M | -24.5% | +63.9% | -88.4% | -23.7% |
| YTD | +102.9% | +17.0% | +85.9% | +122.0% |
| 1Y | +123.8% | +25.0% | +98.8% | +146.1% |
| All | +123.8% | +25.1% | +98.7% | +146.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling