+321.9%
ATI vs ALLE
+93.1%
+228.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.3% |
| 7D | +4.7% | -0.8% | +5.5% | +5.1% |
| 30D | -0.2% | +27.4% | -27.6% | -9.3% |
| 3M | -18.5% | +13.8% | -32.3% | -22.3% |
| 6M | +16.4% | +45.5% | -29.1% | -1.5% |
| YTD | +63.4% | +21.4% | +42.0% | +49.0% |
| 1Y | +91.5% | +15.4% | +76.2% | +78.8% |
| All | +321.9% | +93.1% | +228.8% | +203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling