+930.3%
ATI vs BTI
+131.8%
+798.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -4.5% |
| 7D | +4.2% | +1.6% | +2.5% | +3.1% |
| 30D | -2.5% | +9.2% | -11.8% | -7.8% |
| 3M | -19.4% | +9.6% | -29.1% | -24.4% |
| 6M | +11.1% | -2.4% | +13.5% | +9.9% |
| YTD | +59.5% | +14.2% | +45.3% | +42.3% |
| 1Y | +85.8% | +20.3% | +65.5% | +60.3% |
| 3Y | +311.9% | +147.4% | +164.5% | +108.9% |
| 5Y | +963.2% | +155.4% | +807.8% | +421.4% |
| All | +930.3% | +131.8% | +798.5% | +488.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling