+300.8%
ATI vs BTG
+378.0%
-77.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.3% | -1.2% |
| 7D | +3.2% | +4.8% | -1.6% | +2.4% |
| 30D | -9.0% | +8.3% | -17.4% | -10.2% |
| 3M | +15.1% | +32.3% | -17.2% | +9.8% |
| 6M | +38.1% | +3.0% | +35.2% | +36.2% |
| YTD | +80.7% | +21.9% | +58.7% | +72.9% |
| 1Y | +167.5% | +28.2% | +139.3% | +152.6% |
| 3Y | +366.0% | +99.9% | +266.1% | +303.0% |
| 5Y | +1,088.8% | +73.6% | +1,015.2% | +936.1% |
| 10Y | +1,055.0% | +136.5% | +918.5% | +795.0% |
| All | +300.8% | +378.0% | -77.2% | +125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling