+175.8%
ATI vs EMB
+4.6%
+171.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | +0.3% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | -9.5% | -0.3% | -9.2% | -8.7% |
| 3M | +10.4% | -0.3% | +10.7% | +11.5% |
| 6M | +31.8% | +0.7% | +31.1% | +29.3% |
| YTD | +80.0% | +1.3% | +78.7% | +76.8% |
| 1Y | +175.8% | +4.7% | +171.1% | +169.9% |
| All | +175.8% | +4.6% | +171.2% | +169.9% |
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