+86.3%
ATI vs ARWR
+20.0%
+66.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +1.3% | -17.7% | +19.0% | +3.7% |
| 30D | -4.8% | -21.9% | +17.2% | -1.9% |
| 3M | -19.9% | -44.5% | +24.6% | -13.5% |
| 6M | +15.4% | -32.6% | +48.0% | +20.2% |
| YTD | +59.2% | -26.2% | +85.4% | +62.1% |
| 1Y | +86.3% | +23.0% | +63.3% | +86.7% |
| All | +86.3% | +20.0% | +66.3% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 1y: compounded portfolio wealth divided by compounded ARWR 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…
1y analysis · Full analysis span regression · 6 months rolling