+996.0%
ATI vs FGI
-70.4%
+1,066.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +7.5% | -4.6% | +2.9% |
| 7D | -0.1% | +0.5% | -0.6% | -0.1% |
| 30D | +2.7% | +65.4% | -62.7% | +1.3% |
| 3M | +16.3% | +23.5% | -7.2% | +15.2% |
| 6M | +30.2% | +60.5% | -30.4% | +27.7% |
| YTD | +83.6% | +30.0% | +53.6% | +80.3% |
| 1Y | +173.0% | +82.1% | +90.9% | +167.0% |
| 3Y | +356.6% | -4.4% | +361.0% | +353.8% |
| All | +996.0% | -70.4% | +1,066.4% | +987.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 all: compounded portfolio wealth divided by compounded FGI 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…
all analysis · Full analysis span regression · 6 months rolling