+978.9%
ATI vs IVZ
+231.4%
+747.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.4% | -6.1% | -5.1% |
| 7D | +4.2% | +7.6% | -3.5% | -0.3% |
| 30D | -2.5% | +4.3% | -6.9% | -5.0% |
| 3M | -19.4% | -9.3% | -10.1% | -14.9% |
| 6M | +11.1% | +5.2% | +5.8% | +6.8% |
| YTD | +59.5% | +13.4% | +46.1% | +45.3% |
| 1Y | +85.8% | +25.4% | +60.4% | +59.3% |
| 3Y | +311.9% | +152.5% | +159.4% | +125.5% |
| 5Y | +963.2% | +36.7% | +926.5% | +694.1% |
| 10Y | +977.6% | +45.0% | +932.6% | +632.1% |
| All | +978.9% | +231.4% | +747.4% | +349.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling