+930.3%
ATI vs BUD
-2.1%
+932.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.9% | -4.4% |
| 7D | +4.2% | +1.0% | +3.1% | +3.4% |
| 30D | -2.5% | +6.7% | -9.2% | -7.2% |
| 3M | -19.4% | +5.7% | -25.1% | -23.2% |
| 6M | +11.1% | +5.8% | +5.3% | +4.6% |
| YTD | +59.5% | +34.4% | +25.1% | +28.6% |
| 1Y | +85.8% | +33.3% | +52.5% | +50.3% |
| 3Y | +311.9% | +48.8% | +263.1% | +201.5% |
| 5Y | +963.2% | +52.5% | +910.7% | +633.9% |
| All | +930.3% | -2.1% | +932.4% | +710.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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