+1,091.6%
ATI vs CG
+321.9%
+769.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -2.3% |
| 7D | -2.7% | -9.8% | +7.1% | +3.2% |
| 30D | -13.5% | -10.3% | -3.2% | -8.4% |
| 3M | +8.5% | -1.7% | +10.2% | +8.1% |
| 6M | +25.2% | -9.8% | +35.0% | +30.5% |
| YTD | +73.4% | -25.6% | +99.0% | +99.4% |
| 1Y | +160.5% | -32.5% | +193.0% | +214.8% |
| 3Y | +347.3% | +45.6% | +301.6% | +219.2% |
| 5Y | +1,049.0% | +3.7% | +1,045.3% | +825.2% |
| All | +1,091.6% | +321.9% | +769.7% | +291.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling