+160.5%
ATI vs IVZ
+48.1%
+112.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.4% |
| 7D | -2.7% | -2.4% | -0.3% | -1.6% |
| 30D | -13.5% | +2.5% | -16.0% | -14.4% |
| 3M | +8.5% | +17.1% | -8.5% | +0.9% |
| 6M | +25.2% | +35.1% | -10.0% | +8.6% |
| YTD | +73.4% | +24.3% | +49.1% | +51.7% |
| 1Y | +160.5% | +48.7% | +111.8% | +112.5% |
| All | +160.5% | +48.1% | +112.4% | +112.5% |
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 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