+1,335.7%
ATI vs IBB
+566.2%
+769.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.0% |
| 7D | +6.2% | -1.8% | +8.0% | +7.7% |
| 30D | -7.1% | +5.1% | -12.1% | -10.9% |
| 3M | -21.3% | +10.7% | -32.0% | -28.5% |
| 6M | +6.5% | +22.9% | -16.4% | -11.3% |
| YTD | +53.2% | +26.7% | +26.5% | +24.7% |
| 1Y | +82.7% | +35.1% | +47.6% | +41.1% |
| 3Y | +314.3% | +80.2% | +234.1% | +149.0% |
| 5Y | +890.9% | +37.8% | +853.1% | +618.5% |
| 10Y | +1,142.3% | +161.2% | +981.1% | +405.1% |
| All | +1,335.7% | +566.2% | +769.5% | +101.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling