+535.9%
IQV vs AVAV
+611.5%
-75.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.2% |
| 7D | +2.3% | -2.2% | +4.5% | +2.6% |
| 30D | +13.4% | -13.9% | +27.4% | +15.6% |
| 3M | +43.3% | -29.2% | +72.5% | +48.7% |
| 6M | +50.5% | -36.1% | +86.7% | +57.4% |
| YTD | +18.8% | -40.2% | +59.0% | +24.0% |
| 1Y | +45.5% | -36.2% | +81.7% | +49.1% |
| 3Y | +19.4% | +47.5% | -28.2% | +1.7% |
| 5Y | +1.7% | +39.3% | -37.5% | -15.4% |
| 10Y | +247.9% | +482.6% | -234.6% | +124.7% |
| All | +535.9% | +611.5% | -75.6% | +300.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling