+949.2%
ATI vs FND
-63.9%
+1,013.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.5% | -3.1% |
| 7D | +4.2% | -6.8% | +11.0% | +6.1% |
| 30D | -2.5% | +8.0% | -10.5% | -4.9% |
| 3M | -19.4% | -18.9% | -0.5% | -15.3% |
| 6M | +11.1% | +4.7% | +6.4% | +7.5% |
| YTD | +59.5% | -21.6% | +81.1% | +65.8% |
| 1Y | +85.8% | -22.0% | +107.8% | +93.0% |
| 3Y | +311.9% | -40.4% | +352.3% | +341.7% |
| All | +949.2% | -63.9% | +1,013.1% | +1,024.1% |
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