+930.3%
ATI vs EAT
+320.8%
+609.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.8% |
| 7D | +4.2% | -4.0% | +8.1% | +5.5% |
| 30D | -2.5% | -2.9% | +0.4% | -2.2% |
| 3M | -19.4% | -16.9% | -2.5% | -15.3% |
| 6M | +11.1% | +57.0% | -45.9% | -6.7% |
| YTD | +59.5% | +38.2% | +21.4% | +37.6% |
| 1Y | +85.8% | +69.3% | +16.5% | +48.7% |
| 3Y | +311.9% | +483.0% | -171.1% | +101.3% |
| 5Y | +963.2% | +364.1% | +599.1% | +421.9% |
| All | +930.3% | +320.8% | +609.5% | +532.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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