+86.5%
ATI vs INDA
-7.3%
+93.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -3.0% |
| 7D | +8.3% | +6.9% | +1.4% | +2.4% |
| 30D | -7.3% | +7.4% | -14.7% | -12.8% |
| 3M | -10.5% | -1.0% | -9.5% | -9.7% |
| 6M | +16.4% | +2.9% | +13.5% | +13.2% |
| YTD | +56.1% | -7.4% | +63.5% | +60.8% |
| 1Y | +86.5% | -7.4% | +93.9% | +90.8% |
| All | +86.5% | -7.3% | +93.8% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling