+901.1%
ATI vs IBB
+37.5%
+863.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.4% |
| 7D | +6.2% | -1.8% | +8.0% | +7.3% |
| 30D | -7.1% | +5.1% | -12.1% | -9.8% |
| 3M | -21.3% | +10.7% | -32.0% | -26.6% |
| 6M | +6.5% | +22.9% | -16.4% | -7.2% |
| YTD | +53.2% | +26.7% | +26.5% | +31.2% |
| 1Y | +82.7% | +35.1% | +47.6% | +50.7% |
| 3Y | +314.3% | +80.2% | +234.1% | +188.1% |
| All | +901.1% | +37.5% | +863.6% | +588.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling