+1,091.6%
ATI vs AEIS
+531.1%
+560.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.5% | -1.6% |
| 7D | -2.7% | -0.2% | -2.5% | -2.6% |
| 30D | -13.5% | -16.4% | +2.9% | -6.0% |
| 3M | +8.5% | -11.1% | +19.7% | +11.1% |
| 6M | +25.2% | -12.0% | +37.2% | +27.0% |
| YTD | +73.4% | +30.9% | +42.5% | +41.6% |
| 1Y | +160.5% | +74.3% | +86.2% | +79.8% |
| 3Y | +347.3% | +165.2% | +182.1% | +136.7% |
| 5Y | +1,049.0% | +220.0% | +828.9% | +422.5% |
| All | +1,091.6% | +531.1% | +560.5% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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