+1,076.9%
ATI vs CG
+5.5%
+1,071.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +1.3% |
| 7D | +2.4% | -6.4% | +8.8% | +5.3% |
| 30D | -9.5% | -7.1% | -2.4% | -7.0% |
| 3M | +10.4% | -1.6% | +12.0% | +10.1% |
| 6M | +31.8% | -8.3% | +40.1% | +35.2% |
| YTD | +80.0% | -23.8% | +103.8% | +98.2% |
| 1Y | +175.8% | -28.7% | +204.6% | +211.2% |
| 3Y | +364.2% | +49.2% | +315.1% | +270.7% |
| 5Y | +1,076.9% | +5.5% | +1,071.4% | +870.3% |
| All | +1,076.9% | +5.5% | +1,071.4% | +870.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling