+311.9%
ATI vs IBB
+86.1%
+225.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.4% |
| 7D | +4.2% | -0.5% | +4.7% | +4.5% |
| 30D | -2.5% | +4.6% | -7.1% | -5.2% |
| 3M | -19.4% | +6.8% | -26.2% | -23.6% |
| 6M | +11.1% | +23.1% | -12.0% | -5.5% |
| YTD | +59.5% | +26.0% | +33.5% | +33.7% |
| 1Y | +85.8% | +30.4% | +55.4% | +52.2% |
| 3Y | +311.9% | +85.4% | +226.5% | +162.1% |
| All | +311.9% | +86.1% | +225.8% | +162.1% |
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