+970.1%
ATI vs BBWI
-48.2%
+1,018.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.9% | +4.3% | +2.3% |
| 7D | +13.0% | -4.5% | +17.5% | +14.5% |
| 30D | +0.2% | +17.1% | -16.9% | -5.2% |
| 3M | -17.5% | +17.5% | -34.9% | -22.8% |
| 6M | +18.1% | +12.8% | +5.3% | +10.2% |
| YTD | +65.7% | +8.2% | +57.6% | +54.3% |
| 1Y | +91.9% | -1.8% | +93.7% | +81.4% |
| 3Y | +335.2% | -25.8% | +361.0% | +324.2% |
| 5Y | +1,004.3% | -68.0% | +1,072.3% | +1,258.4% |
| All | +970.1% | -48.2% | +1,018.3% | +775.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling