+369.3%
ATI vs IBB
+68.6%
+300.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.6% |
| 7D | -0.1% | +1.4% | -1.5% | -1.1% |
| 30D | +2.7% | +10.5% | -7.8% | -4.8% |
| 3M | +16.3% | +23.6% | -7.3% | -1.2% |
| 6M | +30.2% | +22.6% | +7.6% | +11.4% |
| YTD | +83.6% | +25.7% | +57.9% | +54.2% |
| 1Y | +173.0% | +51.4% | +121.6% | +101.6% |
| All | +369.3% | +68.6% | +300.7% | +217.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling