+95.8%
IQV vs AVTR
+0.6%
+95.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.0% |
| 7D | -2.2% | -1.1% | -1.2% | -1.8% |
| 30D | +8.3% | +6.3% | +2.0% | +5.2% |
| 3M | +44.6% | +53.3% | -8.7% | +17.8% |
| 6M | +52.6% | +78.6% | -26.1% | +15.6% |
| YTD | +16.1% | +29.2% | -13.1% | +1.4% |
| 1Y | +37.3% | +13.8% | +23.4% | +23.3% |
| 3Y | +21.6% | -27.4% | +49.0% | +29.5% |
| 5Y | +0.5% | -65.0% | +65.5% | +45.2% |
| All | +95.8% | +0.6% | +95.2% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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