+251.2%
IQV vs AVAV
+358.8%
-107.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -0.9% |
| 7D | +4.8% | 0.0% | +4.8% | +4.5% |
| 30D | +5.9% | -9.9% | +15.8% | +7.0% |
| 3M | +13.7% | -34.7% | +48.4% | +20.0% |
| 6M | +54.0% | -26.6% | +80.6% | +57.7% |
| YTD | +22.1% | -48.9% | +71.0% | +29.8% |
| 1Y | +29.1% | -63.0% | +92.2% | +43.7% |
| 3Y | +40.4% | +1.6% | +38.8% | +25.3% |
| 5Y | +9.1% | +34.5% | -25.4% | -11.0% |
| 10Y | +251.2% | +359.3% | -108.1% | +120.6% |
| All | +251.2% | +358.8% | -107.5% | +120.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling