+1,076.9%
ATI vs FND
-61.3%
+1,138.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +2.4% | -0.8% | +3.2% | +2.6% |
| 30D | -9.5% | -19.6% | +10.1% | -4.2% |
| 3M | +10.4% | -4.3% | +14.7% | +10.4% |
| 6M | +31.8% | -20.4% | +52.3% | +37.9% |
| YTD | +80.0% | -21.9% | +101.8% | +88.1% |
| 1Y | +175.8% | -45.2% | +221.0% | +215.0% |
| 3Y | +364.2% | -49.2% | +413.5% | +420.6% |
| 5Y | +1,076.9% | -61.8% | +1,138.7% | +1,104.1% |
| All | +1,076.9% | -61.3% | +1,138.1% | +1,104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling