+333.3%
ATI vs IOVA
+90.0%
+243.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.5% | +5.0% |
| 7D | +6.0% | +1.9% | +4.1% | +5.9% |
| 30D | -3.6% | -44.1% | +40.5% | -0.2% |
| 3M | -18.9% | +28.9% | -47.7% | -22.2% |
| 6M | +16.7% | +125.7% | -109.0% | +5.7% |
| YTD | +61.1% | +199.3% | -138.2% | +41.8% |
| 1Y | +89.3% | +255.2% | -165.9% | +64.1% |
| 3Y | +333.3% | +106.8% | +226.5% | +253.5% |
| All | +333.3% | +90.0% | +243.3% | +253.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling