+978.9%
ATI vs BEN
+622.0%
+356.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.2% | -4.1% |
| 7D | +4.2% | +6.8% | -2.6% | -0.9% |
| 30D | -2.5% | +18.0% | -20.5% | -14.0% |
| 3M | -19.4% | +7.5% | -26.9% | -23.9% |
| 6M | +11.1% | +14.7% | -3.6% | -0.9% |
| YTD | +59.5% | +56.1% | +3.5% | +11.3% |
| 1Y | +85.8% | +69.6% | +16.2% | +21.5% |
| 3Y | +311.9% | +87.7% | +224.2% | +132.6% |
| 5Y | +963.2% | +28.6% | +934.6% | +663.9% |
| 10Y | +977.6% | +59.8% | +917.8% | +522.5% |
| All | +978.9% | +622.0% | +356.8% | +170.5% |
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