+1,090.2%
ATI vs INDA
+84.7%
+1,005.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -1.0% |
| 7D | -5.6% | -2.7% | -3.0% | -3.1% |
| 30D | -13.7% | -2.8% | -11.0% | -11.4% |
| 3M | -0.4% | +1.6% | -2.0% | -2.2% |
| 6M | +26.2% | -1.4% | +27.6% | +28.0% |
| YTD | +73.2% | -10.1% | +83.3% | +91.5% |
| 1Y | +161.6% | -8.8% | +170.4% | +184.3% |
| 3Y | +346.2% | +7.6% | +338.6% | +307.9% |
| 5Y | +1,047.6% | +5.8% | +1,041.9% | +959.0% |
| All | +1,090.2% | +84.7% | +1,005.5% | +544.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling