+1,090.2%
ATI vs EAT
+374.9%
+715.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.2% |
| 7D | -5.6% | -7.7% | +2.1% | -3.1% |
| 30D | -13.7% | -13.6% | -0.2% | -9.6% |
| 3M | -0.4% | +33.9% | -34.2% | -10.9% |
| 6M | +26.2% | +47.2% | -21.0% | +8.1% |
| YTD | +73.2% | +48.1% | +25.1% | +47.0% |
| 1Y | +161.6% | +33.7% | +127.9% | +126.7% |
| 3Y | +346.2% | +595.8% | -249.6% | +103.6% |
| 5Y | +1,047.6% | +314.4% | +733.3% | +486.6% |
| All | +1,090.2% | +374.9% | +715.3% | +551.7% |
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