+175.8%
ATI vs DRI
+3.0%
+172.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.3% | -0.2% |
| 7D | +2.4% | -4.8% | +7.2% | +3.0% |
| 30D | -9.5% | -3.9% | -5.6% | -9.1% |
| 3M | +10.4% | +5.1% | +5.3% | +9.7% |
| 6M | +31.8% | +5.5% | +26.3% | +30.8% |
| YTD | +80.0% | +16.5% | +63.5% | +77.4% |
| 1Y | +175.8% | +2.0% | +173.8% | +157.4% |
| All | +175.8% | +3.0% | +172.8% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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