+1,067.0%
ATI vs EXPD
+334.2%
+732.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +3.5% |
| 7D | +6.0% | -5.5% | +11.5% | +9.6% |
| 30D | -3.6% | -1.9% | -1.8% | -2.5% |
| 3M | -18.9% | +6.1% | -25.0% | -21.9% |
| 6M | +16.7% | +21.6% | -4.9% | +3.0% |
| YTD | +61.1% | +27.9% | +33.2% | +34.0% |
| 1Y | +89.3% | +39.4% | +49.9% | +48.7% |
| 3Y | +333.3% | +72.7% | +260.7% | +181.7% |
| 5Y | +954.5% | +60.3% | +894.2% | +598.6% |
| 10Y | +1,067.0% | +332.6% | +734.4% | +175.7% |
| All | +1,067.0% | +334.2% | +732.8% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling