+3,291.2%
ATI vs IAG
+299.6%
+2,991.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.1% | +6.5% | +2.5% |
| 7D | +13.0% | -2.1% | +15.0% | +13.3% |
| 30D | +0.2% | -6.2% | +6.4% | +1.3% |
| 3M | -17.5% | -5.1% | -12.3% | -17.1% |
| 6M | +18.1% | -10.0% | +28.1% | +19.1% |
| YTD | +65.7% | +3.9% | +61.8% | +60.2% |
| 1Y | +91.9% | +18.9% | +73.1% | +80.3% |
| 3Y | +335.2% | +651.8% | -316.5% | +160.5% |
| 5Y | +1,004.3% | +416.3% | +588.0% | +564.0% |
| 10Y | +1,019.2% | +377.4% | +641.8% | +467.2% |
| All | +3,291.2% | +299.6% | +2,991.6% | +1,182.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling