+1,178.1%
ATI vs GEN
+150.6%
+1,027.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.4% | -2.9% | +5.3% | +3.2% |
| 30D | -9.5% | +2.1% | -11.5% | -10.2% |
| 3M | +10.4% | +19.7% | -9.3% | +4.2% |
| 6M | +31.8% | +33.3% | -1.5% | +19.5% |
| YTD | +80.0% | +11.1% | +68.9% | +71.6% |
| 1Y | +175.8% | +3.0% | +172.8% | +168.9% |
| 3Y | +364.2% | +57.9% | +306.4% | +291.0% |
| 5Y | +1,076.9% | +20.6% | +1,056.3% | +947.6% |
| 10Y | +1,178.1% | +153.2% | +1,024.9% | +659.1% |
| All | +1,178.1% | +150.6% | +1,027.5% | +659.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling