+930.3%
ATI vs BLDR
+479.0%
+451.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -4.1% |
| 7D | +4.2% | -3.0% | +7.1% | +5.3% |
| 30D | -2.5% | +20.1% | -22.6% | -10.6% |
| 3M | -19.4% | -17.5% | -1.9% | -14.8% |
| 6M | +11.1% | -16.1% | +27.2% | +14.6% |
| YTD | +59.5% | -41.0% | +100.6% | +86.9% |
| 1Y | +85.8% | -41.6% | +127.4% | +117.5% |
| 3Y | +311.9% | -50.8% | +362.7% | +371.8% |
| 5Y | +963.2% | -10.8% | +974.0% | +749.4% |
| All | +930.3% | +479.0% | +451.3% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling