+1,004.3%
ATI vs ACWI
+60.2%
+944.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.2% |
| 7D | +13.0% | +2.7% | +10.3% | +9.0% |
| 30D | +0.2% | -2.6% | +2.8% | +4.2% |
| 3M | -17.5% | -3.2% | -14.3% | -13.5% |
| 6M | +18.1% | +1.9% | +16.2% | +15.8% |
| YTD | +65.7% | +11.3% | +54.4% | +45.1% |
| 1Y | +91.9% | +11.7% | +80.3% | +67.6% |
| 3Y | +335.2% | +74.4% | +260.9% | +124.3% |
| 5Y | +1,004.3% | +59.5% | +944.8% | +506.8% |
| All | +1,004.3% | +60.2% | +944.1% | +506.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling