+45.5%
IQV vs AVAV
-39.1%
+84.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.3% |
| 7D | +2.3% | -2.2% | +4.5% | +2.5% |
| 30D | +13.4% | -13.9% | +27.4% | +14.8% |
| 3M | +43.3% | -29.2% | +72.5% | +47.9% |
| 6M | +50.5% | -36.1% | +86.7% | +56.3% |
| YTD | +18.8% | -40.2% | +59.0% | +23.6% |
| 1Y | +45.5% | -36.2% | +81.7% | +45.5% |
| All | +45.5% | -39.1% | +84.5% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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