+233.4%
IQV vs AVAV
+478.0%
-244.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.1% |
| 7D | -2.6% | -3.2% | +0.6% | -2.2% |
| 30D | +6.2% | -25.6% | +31.8% | +10.6% |
| 3M | +38.0% | -20.2% | +58.2% | +40.8% |
| 6M | +43.9% | -38.1% | +82.0% | +51.4% |
| YTD | +14.0% | -41.8% | +55.8% | +19.6% |
| 1Y | +35.5% | -39.0% | +74.6% | +39.9% |
| 3Y | +20.3% | +24.1% | -3.7% | +4.4% |
| 5Y | -1.6% | +53.0% | -54.7% | -21.0% |
| 10Y | +233.4% | +493.8% | -260.4% | +96.7% |
| All | +233.4% | +478.0% | -244.6% | +96.7% |
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