+173.0%
ATI vs FE
+11.4%
+161.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.0% |
| 7D | -0.1% | +1.9% | -2.0% | 0.0% |
| 30D | +2.7% | -1.2% | +3.9% | +2.7% |
| 3M | +16.3% | +3.5% | +12.8% | +15.6% |
| 6M | +30.2% | -6.1% | +36.2% | +31.5% |
| YTD | +83.6% | +7.6% | +75.9% | +88.0% |
| 1Y | +173.0% | +11.9% | +161.1% | +165.1% |
| All | +173.0% | +11.4% | +161.6% | +165.1% |
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