+1,088.8%
ATI vs BB
-27.1%
+1,115.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -2.0% |
| 7D | +3.2% | +0.5% | +2.7% | +3.0% |
| 30D | -9.0% | -12.4% | +3.4% | -6.7% |
| 3M | +15.1% | -15.3% | +30.4% | +17.5% |
| 6M | +38.1% | +128.8% | -90.6% | +13.2% |
| YTD | +80.7% | +107.7% | -27.0% | +50.9% |
| 1Y | +167.5% | +103.9% | +63.6% | +122.8% |
| 3Y | +366.0% | +72.6% | +293.4% | +280.4% |
| 5Y | +1,088.8% | -24.3% | +1,113.0% | +971.5% |
| All | +1,088.8% | -27.1% | +1,115.8% | +971.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling