+1,178.1%
ATI vs IBB
+122.2%
+1,055.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.2% |
| 7D | +2.4% | -3.9% | +6.3% | +5.3% |
| 30D | -9.5% | +2.7% | -12.2% | -11.7% |
| 3M | +10.4% | +21.4% | -11.0% | -4.7% |
| 6M | +31.8% | +20.1% | +11.7% | +15.0% |
| YTD | +80.0% | +21.9% | +58.1% | +55.3% |
| 1Y | +175.8% | +44.1% | +131.7% | +111.0% |
| 3Y | +364.2% | +63.4% | +300.9% | +221.6% |
| 5Y | +1,076.9% | +19.8% | +1,057.1% | +905.3% |
| 10Y | +1,178.1% | +127.0% | +1,051.1% | +530.7% |
| All | +1,178.1% | +122.2% | +1,055.9% | +530.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling