+363.6%
ATI vs INDA
+8.1%
+355.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.3% |
| 7D | +2.4% | -2.6% | +5.0% | +4.5% |
| 30D | -9.5% | -2.9% | -6.6% | -7.4% |
| 3M | +10.4% | +2.4% | +8.0% | +8.2% |
| 6M | +31.8% | -2.6% | +34.4% | +34.2% |
| YTD | +80.0% | -10.0% | +89.9% | +93.4% |
| 1Y | +175.8% | -7.7% | +183.5% | +189.8% |
| All | +363.6% | +8.1% | +355.5% | +317.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling