+86.5%
ATI vs FND
-10.3%
+96.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.9% | -11.6% | -3.0% |
| 7D | +8.3% | +12.3% | -4.0% | +5.6% |
| 30D | -7.3% | +14.7% | -22.0% | -10.2% |
| 3M | -10.5% | -12.0% | +1.5% | -7.7% |
| 6M | +16.4% | +10.8% | +5.6% | +10.3% |
| YTD | +56.1% | -12.3% | +68.3% | +55.4% |
| 1Y | +86.5% | -13.4% | +99.9% | +85.9% |
| All | +86.5% | -10.3% | +96.8% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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