+91.9%
ATI vs GEN
+11.7%
+80.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.5% | +1.2% |
| 7D | +13.0% | -3.0% | +15.9% | +12.7% |
| 30D | +0.2% | +24.7% | -24.5% | +1.8% |
| 3M | -17.5% | +4.1% | -21.6% | -18.0% |
| 6M | +18.1% | +36.0% | -17.9% | +20.5% |
| YTD | +65.7% | +10.9% | +54.9% | +70.0% |
| 1Y | +91.9% | +12.2% | +79.8% | +95.7% |
| All | +91.9% | +11.7% | +80.2% | +95.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling