+366.0%
ATI vs BB
+68.2%
+297.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -2.0% |
| 7D | +3.2% | +0.5% | +2.7% | +3.1% |
| 30D | -9.0% | -12.4% | +3.4% | -6.9% |
| 3M | +15.1% | -15.3% | +30.4% | +17.4% |
| 6M | +38.1% | +128.8% | -90.6% | +14.6% |
| YTD | +80.7% | +107.7% | -27.0% | +52.6% |
| 1Y | +167.5% | +103.9% | +63.6% | +125.3% |
| 3Y | +366.0% | +72.6% | +293.4% | +266.3% |
| All | +366.0% | +68.2% | +297.8% | +266.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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