+930.3%
ATI vs IBN
+385.6%
+544.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.9% |
| 7D | +4.2% | +1.9% | +2.3% | +3.1% |
| 30D | -2.5% | +22.1% | -24.6% | -12.7% |
| 3M | -19.4% | +17.1% | -36.5% | -26.3% |
| 6M | +11.1% | +35.5% | -24.5% | -6.3% |
| YTD | +59.5% | +16.8% | +42.7% | +45.6% |
| 1Y | +85.8% | +12.4% | +73.4% | +73.0% |
| 3Y | +311.9% | +58.0% | +253.9% | +207.2% |
| 5Y | +963.2% | +73.7% | +889.5% | +637.7% |
| All | +930.3% | +385.6% | +544.8% | +297.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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