+930.3%
ATI vs EMB
+36.5%
+893.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.3% |
| 7D | +4.2% | -0.9% | +5.1% | +5.7% |
| 30D | -2.5% | +0.4% | -2.9% | -3.1% |
| 3M | -19.4% | -3.1% | -16.3% | -15.1% |
| 6M | +11.1% | -2.1% | +13.1% | +15.2% |
| YTD | +59.5% | -1.1% | +60.6% | +64.0% |
| 1Y | +85.8% | -0.1% | +85.8% | +87.9% |
| 3Y | +311.9% | +29.6% | +282.3% | +177.1% |
| 5Y | +963.2% | +7.2% | +956.0% | +914.7% |
| All | +930.3% | +36.5% | +893.9% | +716.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling