+1,067.0%
ATI vs CDW
+325.6%
+741.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.8% | +0.3% | +2.5% |
| 7D | +6.0% | +9.3% | -3.3% | +0.4% |
| 30D | -3.6% | +15.8% | -19.4% | -12.1% |
| 3M | -18.9% | +21.8% | -40.7% | -29.2% |
| 6M | +16.7% | +58.8% | -42.1% | -16.6% |
| YTD | +61.1% | +22.8% | +38.3% | +28.6% |
| 1Y | +89.3% | +17.9% | +71.4% | +55.2% |
| 3Y | +333.3% | -17.4% | +350.7% | +336.6% |
| 5Y | +954.5% | -5.7% | +960.2% | +832.4% |
| 10Y | +1,067.0% | +319.5% | +747.5% | +410.8% |
| All | +1,067.0% | +325.6% | +741.4% | +410.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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