+582.3%
ATI vs BUD
+201.1%
+381.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | -0.1% | +0.3% | -0.3% | -0.2% |
| 30D | +2.7% | -5.7% | +8.4% | +6.5% |
| 3M | +16.3% | +3.1% | +13.2% | +12.6% |
| 6M | +30.2% | +7.9% | +22.3% | +21.7% |
| YTD | +83.6% | +27.3% | +56.2% | +52.3% |
| 1Y | +173.0% | +37.8% | +135.2% | +112.9% |
| 3Y | +356.6% | +49.8% | +306.8% | +224.0% |
| 5Y | +1,074.2% | +43.8% | +1,030.4% | +724.8% |
| 10Y | +1,136.2% | -22.6% | +1,158.8% | +1,185.6% |
| All | +582.3% | +201.1% | +381.2% | +144.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling