+86.3%
ATI vs BUD
+38.6%
+47.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.2% |
| 7D | +1.3% | +6.0% | -4.7% | +0.7% |
| 30D | -4.8% | +11.3% | -16.0% | -6.7% |
| 3M | -19.9% | +3.6% | -23.5% | -19.9% |
| 6M | +15.4% | +7.7% | +7.7% | +12.2% |
| YTD | +59.2% | +36.4% | +22.9% | +39.9% |
| 1Y | +86.3% | +37.8% | +48.4% | +58.8% |
| All | +86.3% | +38.6% | +47.6% | +58.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling