+366.0%
ATI vs EAT
+612.9%
-246.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -0.8% |
| 7D | +3.2% | -4.9% | +8.1% | +4.4% |
| 30D | -9.0% | -1.2% | -7.8% | -9.0% |
| 3M | +15.1% | +52.2% | -37.2% | +3.1% |
| 6M | +38.1% | +65.0% | -26.9% | +20.7% |
| YTD | +80.7% | +55.0% | +25.6% | +59.4% |
| 1Y | +167.5% | +42.1% | +125.4% | +140.7% |
| 3Y | +366.0% | +614.7% | -248.7% | +193.3% |
| All | +366.0% | +612.9% | -246.9% | +193.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling