+1,090.2%
ATI vs IAG
+427.6%
+662.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | -5.6% | -1.1% | -4.6% | -5.5% |
| 30D | -13.7% | +12.1% | -25.9% | -15.1% |
| 3M | -0.4% | +25.5% | -25.9% | -3.7% |
| 6M | +26.2% | -7.1% | +33.3% | +26.2% |
| YTD | +73.2% | +22.9% | +50.3% | +67.0% |
| 1Y | +161.6% | +83.3% | +78.3% | +140.1% |
| 3Y | +346.2% | +808.5% | -462.3% | +231.9% |
| 5Y | +1,047.6% | +838.0% | +209.7% | +716.2% |
| All | +1,090.2% | +427.6% | +662.6% | +773.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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