+970.1%
ATI vs IWD
+202.4%
+767.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +2.1% |
| 7D | +13.0% | +1.7% | +11.3% | +9.9% |
| 30D | +0.2% | +3.2% | -3.0% | -5.1% |
| 3M | -17.5% | +2.3% | -19.8% | -20.8% |
| 6M | +18.1% | +12.9% | +5.2% | -4.5% |
| YTD | +65.7% | +26.2% | +39.5% | +11.7% |
| 1Y | +91.9% | +28.3% | +63.7% | +26.0% |
| 3Y | +335.2% | +84.4% | +250.9% | +55.7% |
| 5Y | +1,004.3% | +73.0% | +931.3% | +344.2% |
| All | +970.1% | +202.4% | +767.8% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling