+173.0%
ATI vs IQV
+46.0%
+127.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.0% |
| 7D | -0.1% | +2.3% | -2.4% | 0.0% |
| 30D | +2.7% | +13.4% | -10.7% | +2.8% |
| 3M | +16.3% | +43.3% | -27.0% | +14.9% |
| 6M | +30.2% | +50.5% | -20.4% | +27.5% |
| YTD | +83.6% | +18.8% | +64.8% | +82.3% |
| 1Y | +173.0% | +45.5% | +127.5% | +155.5% |
| All | +173.0% | +46.0% | +127.0% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling