+366.0%
ATI vs FND
-49.6%
+415.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.0% | -0.3% |
| 7D | +3.2% | +0.4% | +2.8% | +3.1% |
| 30D | -9.0% | -23.6% | +14.6% | -2.3% |
| 3M | +15.1% | +4.3% | +10.8% | +11.9% |
| 6M | +38.1% | -20.3% | +58.4% | +44.3% |
| YTD | +80.7% | -21.3% | +102.0% | +88.2% |
| 1Y | +167.5% | -45.4% | +212.9% | +207.4% |
| 3Y | +366.0% | -48.9% | +414.9% | +420.9% |
| All | +366.0% | -49.6% | +415.6% | +420.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling