+1,117.0%
ATI vs BDX
+1,211.5%
-94.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +2.4% | -4.1% | +6.5% | +4.5% |
| 30D | -9.5% | +0.1% | -9.6% | -9.7% |
| 3M | +10.4% | +18.3% | -7.9% | +0.6% |
| 6M | +31.8% | +10.1% | +21.7% | +24.3% |
| YTD | +80.0% | +19.4% | +60.5% | +62.4% |
| 1Y | +175.8% | +22.3% | +153.5% | +145.3% |
| 3Y | +364.2% | -9.4% | +373.6% | +364.7% |
| 5Y | +1,076.9% | -2.0% | +1,078.9% | +1,015.1% |
| 10Y | +1,178.1% | +59.6% | +1,118.5% | +782.8% |
| All | +1,117.0% | +1,211.5% | -94.5% | +298.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling