+175.8%
ATI vs CDW
-13.5%
+189.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.4% |
| 7D | +2.4% | -4.2% | +6.6% | +2.5% |
| 30D | -9.5% | +4.9% | -14.3% | -9.5% |
| 3M | +10.4% | +7.3% | +3.1% | +10.1% |
| 6M | +31.8% | +19.2% | +12.6% | +26.4% |
| YTD | +80.0% | +6.2% | +73.8% | +78.2% |
| 1Y | +175.8% | -14.0% | +189.8% | +201.1% |
| All | +175.8% | -13.5% | +189.3% | +201.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling