+1,090.2%
ATI vs BLDR
+383.3%
+706.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -1.1% |
| 7D | -5.6% | -8.2% | +2.6% | -2.4% |
| 30D | -13.7% | -16.6% | +2.9% | -7.7% |
| 3M | -0.4% | -23.2% | +22.8% | +8.5% |
| 6M | +26.2% | -33.7% | +60.0% | +45.3% |
| YTD | +73.2% | -41.3% | +114.5% | +106.9% |
| 1Y | +161.6% | -58.8% | +220.4% | +258.1% |
| 3Y | +346.2% | -57.5% | +403.6% | +452.0% |
| 5Y | +1,047.6% | +12.9% | +1,034.7% | +722.8% |
| All | +1,090.2% | +383.3% | +706.9% | +231.7% |
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