+311.9%
ATI vs ARWR
+79.8%
+232.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.1% | -3.9% |
| 7D | +4.2% | -17.8% | +22.0% | +6.6% |
| 30D | -2.5% | -18.1% | +15.6% | -0.2% |
| 3M | -19.4% | -44.2% | +24.8% | -13.2% |
| 6M | +11.1% | -38.6% | +49.7% | +17.5% |
| YTD | +59.5% | -28.0% | +87.6% | +64.1% |
| 1Y | +85.8% | +16.1% | +69.6% | +77.9% |
| 3Y | +311.9% | +84.0% | +227.9% | +242.6% |
| All | +311.9% | +79.8% | +232.1% | +242.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling