+616.7%
ADI vs ATI
+1,155.5%
-538.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.6% | -0.1% |
| 7D | +1.3% | -2.7% | +4.0% | +2.0% |
| 30D | -6.0% | -13.5% | +7.6% | -2.4% |
| 3M | -7.7% | +8.5% | -16.2% | -9.8% |
| 6M | +14.0% | +25.2% | -11.2% | +7.0% |
| YTD | +34.4% | +73.4% | -39.0% | +15.9% |
| 1Y | +48.0% | +160.5% | -112.5% | +14.4% |
| 3Y | +113.3% | +347.3% | -234.0% | +40.0% |
| 5Y | +131.1% | +1,049.0% | -917.9% | +18.6% |
| All | +616.7% | +1,155.5% | -538.8% | +238.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ATI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling