+1,141.3%
ATI vs BEN
+589.1%
+552.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.5% | -0.5% | +0.3% |
| 7D | -0.1% | +0.2% | -0.3% | -0.2% |
| 30D | +2.7% | -0.5% | +3.2% | +2.9% |
| 3M | +16.3% | +9.7% | +6.6% | +7.9% |
| 6M | +30.2% | +33.9% | -3.7% | +3.0% |
| YTD | +83.6% | +49.0% | +34.6% | +32.9% |
| 1Y | +173.0% | +42.1% | +130.9% | +102.9% |
| 3Y | +356.6% | +51.9% | +304.8% | +204.6% |
| 5Y | +1,074.2% | +39.0% | +1,035.1% | +680.4% |
| 10Y | +1,136.2% | +57.9% | +1,078.3% | +621.1% |
| All | +1,141.3% | +589.1% | +552.1% | +223.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling