+160.5%
ATI vs FND
-45.8%
+206.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.3% |
| 7D | -2.7% | -5.1% | +2.4% | -1.4% |
| 30D | -13.5% | -22.5% | +9.0% | -8.1% |
| 3M | +8.5% | -5.0% | +13.5% | +7.7% |
| 6M | +25.2% | -21.5% | +46.7% | +29.3% |
| YTD | +73.4% | -23.0% | +96.4% | +79.0% |
| 1Y | +160.5% | -44.9% | +205.4% | +175.3% |
| All | +160.5% | -45.8% | +206.4% | +175.3% |
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