+251.4%
ATI vs ACWI
+356.8%
-105.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | +0.5% | -0.5% | -0.9% |
| 30D | +2.7% | +0.9% | +1.8% | +1.2% |
| 3M | +16.3% | +2.4% | +13.9% | +11.9% |
| 6M | +30.2% | +12.4% | +17.8% | +8.0% |
| YTD | +83.6% | +15.2% | +68.4% | +46.1% |
| 1Y | +173.0% | +22.7% | +150.3% | +95.6% |
| 3Y | +356.6% | +75.8% | +280.9% | +81.6% |
| 5Y | +1,074.2% | +67.7% | +1,006.5% | +397.7% |
| 10Y | +1,136.2% | +229.0% | +907.2% | +84.4% |
| All | +251.4% | +356.8% | -105.5% | -60.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling