+85.8%
ATI vs EMB
-0.6%
+86.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.0% |
| 7D | +4.2% | -0.9% | +5.1% | +7.0% |
| 30D | -2.5% | +0.4% | -2.9% | -3.7% |
| 3M | -19.4% | -3.1% | -16.3% | -10.1% |
| 6M | +11.1% | -2.1% | +13.1% | +19.1% |
| YTD | +59.5% | -1.1% | +60.6% | +71.4% |
| 1Y | +85.8% | -0.1% | +85.8% | +89.9% |
| All | +85.8% | -0.6% | +86.3% | +89.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling