+10.7%
IQV vs AVAV
+34.3%
-23.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +12.6% | -10.0% | +1.1% |
| 7D | +7.9% | +3.2% | +4.7% | +7.2% |
| 30D | +7.3% | -7.4% | +14.7% | +7.9% |
| 3M | +16.8% | -32.0% | +48.8% | +21.5% |
| 6M | +56.0% | -24.6% | +80.6% | +58.7% |
| YTD | +23.7% | -47.5% | +71.2% | +29.9% |
| 1Y | +32.5% | -61.5% | +94.0% | +44.3% |
| 3Y | +45.3% | +5.5% | +39.8% | +29.5% |
| 5Y | +10.7% | +35.7% | -25.0% | -11.2% |
| All | +10.7% | +34.3% | -23.5% | -11.2% |
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