+683.6%
ATI vs IQV
+492.3%
+191.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | 0.0% |
| 7D | +3.2% | +0.3% | +2.8% | +2.9% |
| 30D | -9.0% | +8.6% | -17.6% | -13.0% |
| 3M | +15.1% | +41.1% | -26.0% | -6.3% |
| 6M | +38.1% | +48.6% | -10.4% | +7.8% |
| YTD | +80.7% | +15.0% | +65.7% | +59.0% |
| 1Y | +167.5% | +38.1% | +129.4% | +110.4% |
| 3Y | +366.0% | +21.4% | +344.6% | +273.9% |
| 5Y | +1,088.8% | -1.0% | +1,089.8% | +942.5% |
| 10Y | +1,055.0% | +233.0% | +822.0% | +362.7% |
| All | +683.6% | +492.3% | +191.2% | +169.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling