+350.4%
STX vs IQV
+36.0%
+314.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.6% |
| 7D | +8.0% | -5.3% | +13.3% | +7.3% |
| 30D | +5.1% | +5.5% | -0.4% | +5.8% |
| 3M | +5.8% | +41.2% | -35.5% | +5.6% |
| 6M | +124.9% | +50.5% | +74.4% | +119.9% |
| YTD | +213.9% | +14.1% | +199.8% | +236.8% |
| 1Y | +350.4% | +39.9% | +310.5% | +314.7% |
| All | +350.4% | +36.0% | +314.4% | +314.7% |
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