+173.0%
ATI vs FND
-36.4%
+209.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.6% |
| 7D | -0.1% | -5.2% | +5.2% | +1.2% |
| 30D | +2.7% | -19.9% | +22.6% | +7.9% |
| 3M | +16.3% | +2.7% | +13.6% | +13.2% |
| 6M | +30.2% | -21.7% | +51.9% | +33.9% |
| YTD | +83.6% | -17.5% | +101.1% | +86.2% |
| 1Y | +173.0% | -39.3% | +212.3% | +182.9% |
| All | +173.0% | -36.4% | +209.4% | +182.9% |
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