+318.2%
ATI vs BBWI
-23.6%
+341.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.0% |
| 7D | +1.3% | -4.2% | +5.6% | +2.3% |
| 30D | -4.8% | +24.9% | -29.6% | -9.5% |
| 3M | -19.9% | +13.2% | -33.1% | -22.7% |
| 6M | +15.4% | +12.1% | +3.3% | +10.3% |
| YTD | +59.2% | +11.1% | +48.1% | +51.1% |
| 1Y | +86.3% | +0.7% | +85.5% | +79.5% |
| 3Y | +318.2% | -23.8% | +342.0% | +336.1% |
| All | +318.2% | -23.6% | +341.8% | +336.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling