+1,049.0%
ATI vs BTG
+75.0%
+974.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -3.1% |
| 7D | -2.7% | -5.5% | +2.7% | -1.6% |
| 30D | -13.5% | +6.1% | -19.6% | -14.6% |
| 3M | +8.5% | +38.6% | -30.1% | +0.9% |
| 6M | +25.2% | +0.7% | +24.5% | +23.1% |
| YTD | +73.4% | +20.3% | +53.1% | +63.7% |
| 1Y | +160.5% | +25.0% | +135.5% | +141.3% |
| 3Y | +347.3% | +97.3% | +250.0% | +260.6% |
| 5Y | +1,049.0% | +78.3% | +970.6% | +884.3% |
| All | +1,049.0% | +75.0% | +974.0% | +884.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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