+3,476.8%
STX vs IQV
+236.7%
+3,240.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | +8.0% | -5.3% | +13.3% | +10.0% |
| 30D | +5.1% | +5.5% | -0.4% | +2.6% |
| 3M | +5.8% | +41.2% | -35.5% | -10.4% |
| 6M | +124.9% | +50.5% | +74.4% | +83.3% |
| YTD | +213.9% | +14.1% | +199.8% | +186.2% |
| 1Y | +350.4% | +39.9% | +310.5% | +273.5% |
| 3Y | +1,314.2% | +20.5% | +1,293.7% | +1,100.2% |
| 5Y | +1,092.8% | -1.2% | +1,094.0% | +993.3% |
| All | +3,476.8% | +236.7% | +3,240.1% | +1,718.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling