+1,055.0%
ATI vs IWD
+195.2%
+859.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.2% |
| 7D | +3.2% | -0.2% | +3.3% | +3.4% |
| 30D | -9.0% | -0.8% | -8.2% | -7.9% |
| 3M | +15.1% | +8.0% | +7.1% | +0.4% |
| 6M | +38.1% | +18.2% | +19.9% | +4.0% |
| YTD | +80.7% | +22.3% | +58.3% | +28.3% |
| 1Y | +167.5% | +28.9% | +138.6% | +73.8% |
| 3Y | +366.0% | +71.5% | +294.5% | +87.7% |
| 5Y | +1,088.8% | +73.6% | +1,015.2% | +370.3% |
| 10Y | +1,055.0% | +194.7% | +860.3% | +62.5% |
| All | +1,055.0% | +195.2% | +859.8% | +62.5% |
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