+476.2%
STX vs IQV
+4.0%
+472.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.5% |
| 7D | +14.6% | -2.5% | +17.1% | +15.5% |
| 30D | -26.0% | +1.2% | -27.1% | -26.1% |
| 3M | -42.6% | +9.8% | -52.4% | -44.2% |
| 6M | -35.3% | +53.8% | -89.1% | -45.2% |
| YTD | +92.5% | +17.6% | +74.8% | +79.1% |
| 1Y | +102.4% | +18.6% | +83.8% | +87.6% |
| 3Y | +673.8% | +36.9% | +636.9% | +540.3% |
| All | +476.2% | +4.0% | +472.2% | +424.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling