+366.0%
ATI vs EIX
0.0%
+366.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.5% | -6.1% | -2.5% |
| 7D | +3.2% | +0.9% | +2.3% | +2.9% |
| 30D | -9.0% | -13.5% | +4.5% | -6.9% |
| 3M | +15.1% | -15.3% | +30.3% | +17.5% |
| 6M | +38.1% | -15.3% | +53.5% | +41.0% |
| YTD | +80.7% | +2.7% | +77.9% | +75.7% |
| 1Y | +167.5% | +17.4% | +150.1% | +150.7% |
| 3Y | +366.0% | -1.3% | +367.3% | +337.3% |
| All | +366.0% | 0.0% | +366.0% | +337.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling