+173.0%
ATI vs INDA
-5.0%
+178.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | +0.7% | -0.8% | -0.6% |
| 30D | +2.7% | -0.8% | +3.5% | +3.3% |
| 3M | +16.3% | +3.9% | +12.4% | +12.7% |
| 6M | +30.2% | -0.7% | +30.9% | +27.5% |
| YTD | +83.6% | -7.7% | +91.2% | +82.3% |
| 1Y | +173.0% | -5.1% | +178.1% | +163.2% |
| All | +173.0% | -5.0% | +178.0% | +163.2% |
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