+311.1%
ATI vs EXPD
+70.2%
+240.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | +1.3% | -7.4% | +8.7% | +3.6% |
| 30D | -4.8% | -2.1% | -2.7% | -4.1% |
| 3M | -19.9% | +5.7% | -25.6% | -21.1% |
| 6M | +15.4% | +21.4% | -6.0% | +9.1% |
| YTD | +59.2% | +27.6% | +31.6% | +46.1% |
| 1Y | +86.3% | +36.1% | +50.1% | +66.8% |
| All | +311.1% | +70.2% | +240.8% | +214.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling