+173.0%
ATI vs EIX
+7.5%
+165.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.9% |
| 7D | -0.1% | -19.1% | +19.0% | +2.7% |
| 30D | +2.7% | -16.9% | +19.6% | +5.1% |
| 3M | +16.3% | -20.0% | +36.3% | +18.3% |
| 6M | +30.2% | -21.3% | +51.5% | +32.4% |
| YTD | +83.6% | -1.7% | +85.3% | +83.2% |
| 1Y | +173.0% | +9.6% | +163.4% | +166.7% |
| All | +173.0% | +7.5% | +165.5% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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