+789.4%
ATI vs EQX
+232.0%
+557.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.3% |
| 7D | -5.6% | -3.2% | -2.4% | -5.3% |
| 30D | -13.7% | +7.8% | -21.5% | -14.7% |
| 3M | -0.4% | +21.3% | -21.7% | -3.1% |
| 6M | +26.2% | -22.4% | +48.6% | +28.9% |
| YTD | +73.2% | -11.3% | +84.5% | +73.7% |
| 1Y | +161.6% | +13.5% | +148.1% | +154.6% |
| 3Y | +346.2% | +162.1% | +184.0% | +286.5% |
| 5Y | +1,047.6% | +84.2% | +963.4% | +891.2% |
| All | +789.4% | +232.0% | +557.3% | +827.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 all: compounded portfolio wealth divided by compounded EQX 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…
all analysis · Full analysis span regression · 6 months rolling