+161.6%
ATI vs IQV
+41.8%
+119.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.1% |
| 7D | -5.6% | -2.2% | -3.4% | -5.6% |
| 30D | -13.7% | +8.3% | -22.0% | -13.7% |
| 3M | -0.4% | +44.6% | -44.9% | -2.4% |
| 6M | +26.2% | +52.6% | -26.3% | +22.6% |
| YTD | +73.2% | +16.1% | +57.1% | +72.2% |
| 1Y | +161.6% | +37.3% | +124.3% | +142.8% |
| All | +161.6% | +41.8% | +119.8% | +142.8% |
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