+1,178.1%
ATI vs IOVA
+4.5%
+1,173.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.1% |
| 7D | +2.4% | -2.2% | +4.6% | +2.6% |
| 30D | -9.5% | +31.7% | -41.2% | -12.2% |
| 3M | +10.4% | +117.3% | -106.9% | +0.9% |
| 6M | +31.8% | +55.8% | -24.0% | +23.5% |
| YTD | +80.0% | +208.8% | -128.8% | +56.5% |
| 1Y | +175.8% | +255.7% | -79.9% | +134.0% |
| 3Y | +364.2% | +41.7% | +322.6% | +292.6% |
| 5Y | +1,076.9% | -64.9% | +1,141.8% | +980.4% |
| 10Y | +1,178.1% | +6.3% | +1,171.8% | +772.1% |
| All | +1,178.1% | +4.5% | +1,173.6% | +772.1% |
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