+1,091.6%
ATI vs BWA
+153.1%
+938.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.3% | -4.1% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -13.5% | -5.5% | -8.0% | -10.7% |
| 3M | +8.5% | -7.6% | +16.1% | +13.6% |
| 6M | +25.2% | +25.0% | +0.2% | +8.0% |
| YTD | +73.4% | +47.0% | +26.5% | +30.4% |
| 1Y | +160.5% | +54.0% | +106.5% | +89.1% |
| 3Y | +347.3% | +70.7% | +276.6% | +184.6% |
| 5Y | +1,049.0% | +86.7% | +962.3% | +550.2% |
| All | +1,091.6% | +153.1% | +938.5% | +395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BWA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling