-1.2%
IQV vs AVTR
-64.7%
+63.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.3% | -2.0% | -3.2% | -4.4% |
| 30D | +5.5% | +8.1% | -2.5% | +1.6% |
| 3M | +41.2% | +54.2% | -13.0% | +13.9% |
| 6M | +50.5% | +82.6% | -32.0% | +11.7% |
| YTD | +14.1% | +29.8% | -15.7% | -1.2% |
| 1Y | +39.9% | +18.0% | +21.9% | +22.3% |
| 3Y | +20.5% | -26.4% | +46.9% | +27.2% |
| 5Y | -1.2% | -64.8% | +63.6% | +51.8% |
| All | -1.2% | -64.7% | +63.5% | +51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling