+1,088.8%
ATI vs IOVA
-63.5%
+1,152.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.5% |
| 7D | +3.2% | +5.1% | -1.9% | +2.8% |
| 30D | -9.0% | +37.2% | -46.2% | -11.4% |
| 3M | +15.1% | +117.5% | -102.4% | +7.3% |
| 6M | +38.1% | +69.6% | -31.5% | +30.3% |
| YTD | +80.7% | +218.7% | -138.0% | +62.2% |
| 1Y | +167.5% | +265.5% | -98.0% | +136.2% |
| 3Y | +366.0% | +46.2% | +319.8% | +314.3% |
| 5Y | +1,088.8% | -63.2% | +1,152.0% | +1,046.4% |
| All | +1,088.8% | -63.5% | +1,152.3% | +1,046.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling