+1,090.2%
ATI vs IQV
+242.6%
+847.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -1.0% |
| 7D | -5.6% | -2.2% | -3.4% | -4.6% |
| 30D | -13.7% | +8.3% | -22.0% | -17.4% |
| 3M | -0.4% | +44.6% | -44.9% | -19.9% |
| 6M | +26.2% | +52.6% | -26.3% | -2.8% |
| YTD | +73.2% | +16.1% | +57.1% | +51.8% |
| 1Y | +161.6% | +37.3% | +124.3% | +106.8% |
| 3Y | +346.2% | +21.6% | +324.6% | +257.7% |
| 5Y | +1,047.6% | +0.5% | +1,047.1% | +900.2% |
| All | +1,090.2% | +242.6% | +847.7% | +376.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling