+989.0%
ATI vs BLDR
-8.3%
+997.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.6% | +2.9% |
| 7D | +4.7% | -10.3% | +15.0% | +7.7% |
| 30D | -0.2% | +19.6% | -19.8% | -5.7% |
| 3M | -18.5% | -17.0% | -1.5% | -15.2% |
| 6M | +16.4% | -16.7% | +33.1% | +19.7% |
| YTD | +63.4% | -39.4% | +102.8% | +81.9% |
| 1Y | +91.5% | -41.7% | +133.2% | +114.9% |
| 3Y | +329.2% | -49.9% | +379.1% | +372.4% |
| All | +989.0% | -8.3% | +997.3% | +767.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling