+173.0%
ATI vs BDX
+27.3%
+145.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.3% |
| 7D | -0.1% | -2.5% | +2.5% | +0.4% |
| 30D | +2.7% | +8.3% | -5.5% | +0.8% |
| 3M | +16.3% | +24.4% | -8.1% | +9.7% |
| 6M | +30.2% | +9.2% | +21.0% | +29.5% |
| YTD | +83.6% | +22.7% | +60.8% | +74.9% |
| 1Y | +173.0% | +25.9% | +147.1% | +161.6% |
| All | +173.0% | +27.3% | +145.7% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling