+930.3%
ATI vs EXPD
+335.0%
+595.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.5% |
| 7D | +4.2% | +5.5% | -1.4% | +0.9% |
| 30D | -2.5% | -0.8% | -1.7% | -2.0% |
| 3M | -19.4% | +4.1% | -23.6% | -21.5% |
| 6M | +11.1% | +25.7% | -14.6% | -3.8% |
| YTD | +59.5% | +31.4% | +28.1% | +30.7% |
| 1Y | +85.8% | +42.2% | +43.6% | +44.5% |
| 3Y | +311.9% | +77.2% | +234.7% | +164.3% |
| 5Y | +963.2% | +61.0% | +902.2% | +608.6% |
| All | +930.3% | +335.0% | +595.3% | +200.9% |
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