-1.0%
IQV vs AVAV
+44.7%
-45.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.9% | -6.1% | -3.5% |
| 7D | +0.3% | +3.2% | -2.9% | 0.0% |
| 30D | +8.6% | -20.3% | +28.9% | +11.3% |
| 3M | +41.1% | -19.4% | +60.6% | +43.4% |
| 6M | +48.6% | -35.3% | +83.8% | +54.2% |
| YTD | +15.0% | -38.5% | +53.5% | +18.9% |
| 1Y | +38.1% | -37.2% | +75.3% | +41.6% |
| 3Y | +21.4% | +31.1% | -9.7% | +6.0% |
| 5Y | -1.0% | +41.0% | -42.1% | -21.8% |
| All | -1.0% | +44.7% | -45.7% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling