+93.9%
IQV vs AVTR
+3.6%
+90.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -4.1% |
| 7D | +0.3% | +7.4% | -7.1% | -2.9% |
| 30D | +8.6% | +12.2% | -3.6% | +3.0% |
| 3M | +41.1% | +57.4% | -16.3% | +13.6% |
| 6M | +48.6% | +86.7% | -38.1% | +10.4% |
| YTD | +15.0% | +33.1% | -18.1% | -0.9% |
| 1Y | +38.1% | +16.1% | +22.0% | +22.9% |
| 3Y | +21.4% | -24.6% | +46.0% | +27.1% |
| 5Y | -1.0% | -63.5% | +62.5% | +40.3% |
| All | +93.9% | +3.6% | +90.3% | +71.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling