+173.0%
ATI vs IBB
+51.5%
+121.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.5% |
| 7D | -0.1% | +1.4% | -1.5% | -1.0% |
| 30D | +2.7% | +10.5% | -7.8% | -4.9% |
| 3M | +16.3% | +23.6% | -7.3% | -2.7% |
| 6M | +30.2% | +22.6% | +7.6% | +9.1% |
| YTD | +83.6% | +25.7% | +57.9% | +51.9% |
| 1Y | +173.0% | +51.4% | +121.6% | +111.5% |
| All | +173.0% | +51.5% | +121.5% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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