+1,003.8%
ATI vs IOVA
+7.2%
+996.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +4.7% | -7.0% | +11.7% | +5.4% |
| 30D | -0.2% | -44.4% | +44.2% | +4.1% |
| 3M | -18.5% | +24.7% | -43.1% | -21.9% |
| 6M | +16.4% | +118.6% | -102.3% | +4.5% |
| YTD | +63.4% | +196.3% | -132.9% | +40.8% |
| 1Y | +91.5% | +205.3% | -113.7% | +64.1% |
| 3Y | +329.2% | +103.8% | +225.5% | +248.6% |
| 5Y | +966.7% | -65.6% | +1,032.3% | +868.3% |
| 10Y | +1,003.8% | +6.4% | +997.3% | +696.7% |
| All | +1,003.8% | +7.2% | +996.6% | +696.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling