+996.8%
ATI vs ACWI
+220.7%
+776.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | +1.3% | -0.2% | +1.5% | +1.6% |
| 30D | -4.8% | -3.3% | -1.5% | +0.9% |
| 3M | -19.9% | -3.4% | -16.5% | -15.2% |
| 6M | +15.4% | +0.8% | +14.6% | +14.4% |
| YTD | +59.2% | +10.7% | +48.5% | +36.7% |
| 1Y | +86.3% | +11.6% | +74.7% | +58.0% |
| 3Y | +318.2% | +73.4% | +244.8% | +78.0% |
| 5Y | +958.6% | +60.2% | +898.5% | +412.8% |
| 10Y | +996.8% | +221.6% | +775.2% | +45.3% |
| All | +996.8% | +220.7% | +776.1% | +45.3% |
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