+39.9%
IQV vs AVAV
-36.6%
+76.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.5% | -4.3% | -0.3% |
| 7D | -5.3% | -0.1% | -5.2% | -5.3% |
| 30D | +5.5% | -25.0% | +30.5% | +8.4% |
| 3M | +41.2% | -15.0% | +56.2% | +42.6% |
| 6M | +50.5% | -33.6% | +84.2% | +56.0% |
| YTD | +14.1% | -39.2% | +53.3% | +18.3% |
| 1Y | +39.9% | -40.5% | +80.4% | +29.9% |
| All | +39.9% | -36.6% | +76.5% | +29.9% |
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