+86.3%
ATI vs IWD
+29.9%
+56.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.3% | +1.6% | -0.2% | -1.1% |
| 30D | -4.8% | +3.6% | -8.3% | -9.9% |
| 3M | -19.9% | +2.0% | -22.0% | -22.4% |
| 6M | +15.4% | +13.1% | +2.3% | -9.2% |
| YTD | +59.2% | +26.2% | +33.0% | +1.9% |
| 1Y | +86.3% | +29.6% | +56.7% | +15.4% |
| All | +86.3% | +29.9% | +56.3% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling