+86.5%
ATI vs CG
-14.1%
+100.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.5% | -5.2% | -1.9% |
| 7D | +8.3% | +9.4% | -1.1% | +5.9% |
| 30D | -7.3% | +8.7% | -16.0% | -9.2% |
| 3M | -10.5% | -15.0% | +4.5% | -6.0% |
| 6M | +16.4% | -13.2% | +29.6% | +21.1% |
| YTD | +56.1% | -26.2% | +82.2% | +64.2% |
| 1Y | +86.5% | -14.1% | +100.6% | +85.5% |
| All | +86.5% | -14.1% | +100.6% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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