+1,076.9%
ATI vs IBN
+54.0%
+1,022.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | +0.2% |
| 7D | +2.4% | -5.1% | +7.5% | +4.3% |
| 30D | -9.5% | -3.5% | -6.0% | -8.4% |
| 3M | +10.4% | +11.3% | -0.9% | +6.1% |
| 6M | +31.8% | +4.4% | +27.4% | +29.5% |
| YTD | +80.0% | -1.8% | +81.8% | +79.9% |
| 1Y | +175.8% | -8.0% | +183.8% | +180.6% |
| 3Y | +364.2% | +27.1% | +337.2% | +315.8% |
| 5Y | +1,076.9% | +54.5% | +1,022.4% | +873.8% |
| All | +1,076.9% | +54.0% | +1,022.8% | +873.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling