+85.8%
ATI vs IVZ
+22.9%
+62.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.4% | -6.1% | -4.8% |
| 7D | +4.2% | +7.6% | -3.5% | +0.4% |
| 30D | -2.5% | +4.3% | -6.9% | -4.3% |
| 3M | -19.4% | -9.3% | -10.1% | -15.9% |
| 6M | +11.1% | +5.2% | +5.8% | +8.4% |
| YTD | +59.5% | +13.4% | +46.1% | +45.2% |
| 1Y | +85.8% | +25.4% | +60.4% | +63.3% |
| All | +85.8% | +22.9% | +62.9% | +63.3% |
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