+3,636.7%
STX vs IQV
+511.9%
+3,124.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.8% | +6.9% |
| 7D | +2.4% | +2.3% | +0.1% | +1.4% |
| 30D | +1.4% | +13.4% | -12.1% | -3.6% |
| 3M | -8.2% | +43.3% | -51.5% | -22.4% |
| 6M | +127.0% | +50.5% | +76.5% | +85.7% |
| YTD | +209.1% | +18.8% | +190.4% | +177.5% |
| 1Y | +365.4% | +45.5% | +320.0% | +281.0% |
| 3Y | +1,135.4% | +19.4% | +1,116.0% | +959.4% |
| 5Y | +991.5% | +1.7% | +989.8% | +889.9% |
| 10Y | +3,695.8% | +247.9% | +3,447.9% | +1,821.2% |
| All | +3,636.7% | +511.9% | +3,124.8% | +1,542.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling