+86.5%
ATI vs IOVA
+362.8%
-276.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.6% |
| 7D | +8.3% | -41.3% | +49.6% | +11.6% |
| 30D | -7.3% | -38.5% | +31.3% | -5.0% |
| 3M | -10.5% | +99.5% | -110.1% | -19.1% |
| 6M | +16.4% | +126.0% | -109.6% | +3.6% |
| YTD | +56.1% | +218.7% | -162.6% | +38.7% |
| 1Y | +86.5% | +378.0% | -291.5% | +64.2% |
| All | +86.5% | +362.8% | -276.3% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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