+939.4%
ATI vs BEN
+32.3%
+907.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -1.7% |
| 7D | +1.3% | +12.1% | -10.8% | -4.2% |
| 30D | -4.8% | +13.4% | -18.2% | -10.4% |
| 3M | -19.9% | +9.4% | -29.3% | -23.4% |
| 6M | +15.4% | +19.3% | -3.9% | +5.5% |
| YTD | +59.2% | +57.3% | +2.0% | +26.4% |
| 1Y | +86.3% | +69.1% | +17.1% | +42.5% |
| 3Y | +318.2% | +85.6% | +232.6% | +191.5% |
| All | +939.4% | +32.3% | +907.1% | +746.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling