+363.6%
ATI vs IVZ
+133.3%
+230.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | 0.0% |
| 7D | +2.4% | +1.2% | +1.2% | +1.8% |
| 30D | -9.5% | +1.8% | -11.3% | -10.3% |
| 3M | +10.4% | +15.7% | -5.4% | +2.1% |
| 6M | +31.8% | +36.3% | -4.5% | +11.9% |
| YTD | +80.0% | +24.9% | +55.0% | +57.9% |
| 1Y | +175.8% | +48.9% | +126.9% | +119.9% |
| All | +363.6% | +133.3% | +230.3% | +176.9% |
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