+91.5%
ATI vs IWD
+30.1%
+61.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +1.9% |
| 7D | +4.7% | -0.6% | +5.3% | +5.8% |
| 30D | -0.2% | +3.6% | -3.8% | -5.6% |
| 3M | -18.5% | +2.7% | -21.2% | -21.8% |
| 6M | +16.4% | +13.2% | +3.2% | -8.5% |
| YTD | +63.4% | +26.8% | +36.7% | +3.4% |
| 1Y | +91.5% | +29.3% | +62.3% | +17.8% |
| All | +91.5% | +30.1% | +61.5% | +17.8% |
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