+175.8%
ATI vs ED
+15.3%
+160.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.7% |
| 7D | +2.4% | -0.2% | +2.6% | +2.3% |
| 30D | -9.5% | +1.9% | -11.4% | -8.6% |
| 3M | +10.4% | +1.9% | +8.5% | +11.2% |
| 6M | +31.8% | -2.3% | +34.1% | +30.8% |
| YTD | +80.0% | +10.9% | +69.1% | +91.2% |
| 1Y | +175.8% | +14.5% | +161.3% | +196.1% |
| All | +175.8% | +15.3% | +160.5% | +196.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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