+970.1%
ATI vs BWA
+94.6%
+875.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | +13.0% | +7.3% | +5.7% | +8.2% |
| 30D | +0.2% | -15.8% | +16.0% | +11.5% |
| 3M | -17.5% | -25.7% | +8.3% | -1.4% |
| 6M | +18.1% | -19.6% | +37.7% | +33.4% |
| YTD | +65.7% | +14.1% | +51.6% | +45.1% |
| 1Y | +91.9% | +12.2% | +79.8% | +69.7% |
| 3Y | +335.2% | +63.8% | +271.4% | +182.6% |
| 5Y | +1,004.3% | +28.7% | +975.6% | +701.2% |
| All | +970.1% | +94.6% | +875.5% | +363.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling