+175.8%
ATI vs EIX
+13.6%
+162.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | 0.0% |
| 7D | +2.4% | +4.1% | -1.7% | +1.9% |
| 30D | -9.5% | -15.3% | +5.8% | -7.5% |
| 3M | +10.4% | -18.4% | +28.8% | +11.9% |
| 6M | +31.8% | -16.8% | +48.6% | +32.7% |
| YTD | +80.0% | -0.6% | +80.5% | +77.8% |
| 1Y | +175.8% | +10.7% | +165.2% | +163.6% |
| All | +175.8% | +13.6% | +162.2% | +163.6% |
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