+1,090.2%
ATI vs BNS
+188.9%
+901.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.8% |
| 7D | -5.6% | -0.4% | -5.2% | -5.3% |
| 30D | -13.7% | +3.5% | -17.2% | -17.3% |
| 3M | -0.4% | +14.1% | -14.4% | -14.6% |
| 6M | +26.2% | +33.8% | -7.5% | -8.8% |
| YTD | +73.2% | +29.5% | +43.8% | +29.4% |
| 1Y | +161.6% | +48.4% | +113.2% | +67.8% |
| 3Y | +346.2% | +129.6% | +216.6% | +70.9% |
| 5Y | +1,047.6% | +96.1% | +951.6% | +414.0% |
| All | +1,090.2% | +188.9% | +901.3% | +302.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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