+1,182.9%
ATI vs BUD
-22.5%
+1,205.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.1% |
| 7D | +3.2% | +0.8% | +2.4% | +2.7% |
| 30D | -9.0% | -4.8% | -4.2% | -6.4% |
| 3M | +15.1% | +1.4% | +13.7% | +13.0% |
| 6M | +38.1% | +9.9% | +28.3% | +28.5% |
| YTD | +80.7% | +26.3% | +54.3% | +53.5% |
| 1Y | +167.5% | +36.1% | +131.4% | +115.6% |
| 3Y | +366.0% | +48.6% | +317.4% | +244.9% |
| 5Y | +1,088.8% | +45.0% | +1,043.8% | +761.7% |
| All | +1,182.9% | -22.5% | +1,205.4% | +1,049.4% |
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