+1,091.6%
ATI vs ETR
+298.4%
+793.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.3% | -2.9% |
| 7D | -2.7% | -1.9% | -0.8% | -1.6% |
| 30D | -13.5% | -0.2% | -13.3% | -13.4% |
| 3M | +8.5% | -3.7% | +12.3% | +10.6% |
| 6M | +25.2% | +2.1% | +23.1% | +22.5% |
| YTD | +73.4% | +16.5% | +56.9% | +57.1% |
| 1Y | +160.5% | +22.5% | +138.0% | +128.2% |
| 3Y | +347.3% | +144.7% | +202.6% | +145.6% |
| 5Y | +1,049.0% | +125.2% | +923.8% | +552.2% |
| All | +1,091.6% | +298.4% | +793.3% | +622.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ETR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling