+996.8%
ATI vs BURL
+247.8%
+748.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.7% |
| 7D | +1.3% | +5.9% | -4.5% | -1.1% |
| 30D | -4.8% | -8.3% | +3.6% | -1.6% |
| 3M | -19.9% | -31.6% | +11.7% | -7.7% |
| 6M | +15.4% | -16.6% | +32.0% | +21.4% |
| YTD | +59.2% | -12.1% | +71.3% | +63.5% |
| 1Y | +86.3% | -10.0% | +96.2% | +87.7% |
| 3Y | +318.2% | +94.3% | +223.9% | +191.7% |
| 5Y | +958.6% | -13.2% | +971.9% | +880.4% |
| 10Y | +996.8% | +252.5% | +744.2% | +439.3% |
| All | +996.8% | +247.8% | +748.9% | +439.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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