+1,124.2%
ATI vs ACWI
+219.0%
+905.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.5% |
| 7D | +6.2% | -2.4% | +8.5% | +10.3% |
| 30D | -7.1% | -5.2% | -1.9% | +1.5% |
| 3M | -21.3% | -4.8% | -16.5% | -14.7% |
| 6M | +6.5% | -1.3% | +7.8% | +9.1% |
| YTD | +53.2% | +8.4% | +44.8% | +36.0% |
| 1Y | +82.7% | +11.0% | +71.7% | +56.2% |
| 3Y | +314.3% | +70.6% | +243.7% | +80.9% |
| 5Y | +890.9% | +55.3% | +835.6% | +405.1% |
| All | +1,124.2% | +219.0% | +905.1% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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