+86.5%
ATI vs BTI
+24.7%
+61.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.4% | -4.1% | -0.4% |
| 7D | +8.3% | +5.3% | +3.0% | +8.7% |
| 30D | -7.3% | +19.1% | -26.3% | -6.4% |
| 3M | -10.5% | +6.5% | -17.0% | -9.5% |
| 6M | +16.4% | +9.4% | +7.0% | +14.8% |
| YTD | +56.1% | +14.4% | +41.7% | +52.5% |
| 1Y | +86.5% | +23.9% | +62.6% | +76.1% |
| All | +86.5% | +24.7% | +61.8% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling