+346.2%
ATI vs BNS
+130.5%
+215.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.6% |
| 7D | -5.6% | -0.4% | -5.2% | -5.4% |
| 30D | -13.7% | +3.5% | -17.2% | -16.2% |
| 3M | -0.4% | +14.1% | -14.4% | -10.9% |
| 6M | +26.2% | +33.8% | -7.5% | -0.7% |
| YTD | +73.2% | +29.5% | +43.8% | +39.6% |
| 1Y | +161.6% | +48.4% | +113.2% | +90.4% |
| 3Y | +346.2% | +129.6% | +216.6% | +126.1% |
| All | +346.2% | +130.5% | +215.7% | +126.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling