+1,091.6%
ATI vs IVZ
+64.1%
+1,027.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.3% |
| 7D | -2.7% | -2.4% | -0.3% | -1.2% |
| 30D | -13.5% | +2.5% | -16.0% | -14.9% |
| 3M | +8.5% | +17.1% | -8.5% | -2.3% |
| 6M | +25.2% | +35.1% | -10.0% | +2.6% |
| YTD | +73.4% | +24.3% | +49.1% | +48.0% |
| 1Y | +160.5% | +48.7% | +111.8% | +97.6% |
| 3Y | +347.3% | +135.6% | +211.7% | +139.4% |
| 5Y | +1,049.0% | +60.3% | +988.6% | +645.9% |
| All | +1,091.6% | +64.1% | +1,027.5% | +591.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling