+173.0%
ATI vs BG
+50.1%
+122.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.2% | +3.1% |
| 7D | -0.1% | +2.8% | -2.8% | -0.3% |
| 30D | +2.7% | +12.0% | -9.3% | +1.6% |
| 3M | +16.3% | -7.7% | +24.0% | +16.5% |
| 6M | +30.2% | +4.5% | +25.7% | +28.7% |
| YTD | +83.6% | +35.7% | +47.9% | +79.9% |
| 1Y | +173.0% | +50.1% | +122.9% | +164.1% |
| All | +173.0% | +50.1% | +122.9% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…
1y analysis · Full analysis span regression · 6 months rolling