+321.9%
ATI vs BB
+161.8%
+160.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +2.1% |
| 7D | +4.7% | +7.3% | -2.6% | +3.4% |
| 30D | -0.2% | +11.2% | -11.5% | -2.4% |
| 3M | -18.5% | +4.7% | -23.2% | -19.7% |
| 6M | +16.4% | +51.1% | -34.8% | +5.2% |
| YTD | +63.4% | +148.0% | -84.6% | +32.3% |
| 1Y | +91.5% | +106.1% | -14.6% | +60.5% |
| All | +321.9% | +161.8% | +160.1% | +216.8% |
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