+86.5%
ATI vs IVZ
+30.5%
+56.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.2% | -4.9% | -2.6% |
| 7D | +8.3% | +2.6% | +5.7% | +7.1% |
| 30D | -7.3% | -3.5% | -3.8% | -5.8% |
| 3M | -10.5% | -7.4% | -3.1% | -7.5% |
| 6M | +16.4% | +14.7% | +1.7% | +9.6% |
| YTD | +56.1% | +14.6% | +41.4% | +41.9% |
| 1Y | +86.5% | +30.7% | +55.8% | +63.0% |
| All | +86.5% | +30.5% | +56.0% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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