+366.0%
ATI vs CG
+56.8%
+309.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.6% |
| 7D | +3.2% | -1.3% | +4.4% | +3.7% |
| 30D | -9.0% | -3.2% | -5.8% | -8.0% |
| 3M | +15.1% | +6.2% | +8.9% | +10.7% |
| 6M | +38.1% | -4.7% | +42.8% | +39.4% |
| YTD | +80.7% | -20.6% | +101.3% | +97.0% |
| 1Y | +167.5% | -26.4% | +193.9% | +201.4% |
| 3Y | +366.0% | +55.4% | +310.6% | +218.9% |
| All | +366.0% | +56.8% | +309.2% | +218.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling