+1,376.8%
STX vs IQV
+19.8%
+1,357.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.9% |
| 7D | +9.6% | -2.6% | +12.2% | +9.9% |
| 30D | +10.6% | +6.2% | +4.4% | +9.5% |
| 3M | +4.8% | +38.0% | -33.2% | -2.7% |
| 6M | +137.3% | +43.9% | +93.3% | +116.2% |
| YTD | +222.5% | +14.0% | +208.5% | +214.9% |
| 1Y | +366.2% | +35.5% | +330.7% | +329.5% |
| All | +1,376.8% | +19.8% | +1,357.0% | +1,260.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling