+366.0%
ATI vs BEN
+56.8%
+309.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +3.2% | +4.7% | -1.5% | +1.1% |
| 30D | -9.0% | +2.6% | -11.6% | -10.0% |
| 3M | +15.1% | +11.5% | +3.6% | +9.3% |
| 6M | +38.1% | +35.3% | +2.8% | +19.7% |
| YTD | +80.7% | +48.6% | +32.0% | +49.4% |
| 1Y | +167.5% | +46.7% | +120.8% | +121.8% |
| 3Y | +366.0% | +57.0% | +309.0% | +245.9% |
| All | +366.0% | +56.8% | +309.2% | +245.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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