+86.5%
ATI vs FE
+6.1%
+80.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +8.3% | +1.7% | +6.7% | +8.4% |
| 30D | -7.3% | +8.1% | -15.4% | -7.4% |
| 3M | -10.5% | -1.3% | -9.2% | -10.4% |
| 6M | +16.4% | +2.9% | +13.5% | +15.8% |
| YTD | +56.1% | +8.6% | +47.5% | +58.5% |
| 1Y | +86.5% | +6.3% | +80.2% | +91.1% |
| All | +86.5% | +6.1% | +80.4% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 1y: compounded portfolio wealth divided by compounded FE 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…
1y analysis · Full analysis span regression · 6 months rolling