+1,049.0%
ATI vs IQV
-1.9%
+1,050.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | -2.7% | -5.3% | +2.6% | -1.2% |
| 30D | -13.5% | +5.5% | -19.0% | -15.0% |
| 3M | +8.5% | +41.2% | -32.7% | -4.1% |
| 6M | +25.2% | +50.5% | -25.3% | +7.5% |
| YTD | +73.4% | +14.1% | +59.3% | +62.6% |
| 1Y | +160.5% | +39.9% | +120.6% | +124.4% |
| 3Y | +347.3% | +20.5% | +326.8% | +294.5% |
| 5Y | +1,049.0% | -1.2% | +1,050.2% | +918.6% |
| All | +1,049.0% | -1.9% | +1,050.9% | +918.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling