+1,025.5%
ATI vs EOSE
-70.0%
+1,095.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | -5.6% | +1.8% | -7.4% | -5.8% |
| 30D | -13.7% | -6.8% | -6.9% | -13.6% |
| 3M | -0.4% | -36.3% | +35.9% | +2.0% |
| 6M | +26.2% | -38.8% | +65.0% | +28.2% |
| YTD | +73.2% | -65.5% | +138.7% | +80.0% |
| 1Y | +161.6% | -45.3% | +206.9% | +160.2% |
| 3Y | +346.2% | +44.2% | +302.0% | +288.6% |
| All | +1,025.5% | -70.0% | +1,095.5% | +988.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 5y: compounded portfolio wealth divided by compounded EOSE 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…
5y analysis · Full analysis span regression · 6 months rolling