+173.0%
ATI vs INVH
-2.4%
+175.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.0% |
| 7D | -0.1% | -2.9% | +2.9% | -0.2% |
| 30D | +2.7% | -6.9% | +9.6% | +2.4% |
| 3M | +16.3% | -2.7% | +19.0% | +15.8% |
| 6M | +30.2% | +8.2% | +22.0% | +28.0% |
| YTD | +83.6% | +4.5% | +79.1% | +80.4% |
| 1Y | +173.0% | -2.3% | +175.3% | +164.7% |
| All | +173.0% | -2.4% | +175.4% | +164.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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