+311.9%
ATI vs IVZ
+152.3%
+159.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.4% | -6.1% | -4.9% |
| 7D | +4.2% | +7.6% | -3.5% | +0.3% |
| 30D | -2.5% | +4.3% | -6.9% | -4.6% |
| 3M | -19.4% | -9.3% | -10.1% | -15.5% |
| 6M | +11.1% | +5.2% | +5.8% | +7.6% |
| YTD | +59.5% | +13.4% | +46.1% | +47.1% |
| 1Y | +85.8% | +25.4% | +60.4% | +62.4% |
| 3Y | +311.9% | +152.5% | +159.4% | +177.6% |
| All | +311.9% | +152.3% | +159.6% | +177.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling