+1,107.9%
ATI vs GEN
+25.8%
+1,082.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.2% | +5.2% | +3.5% |
| 7D | -0.1% | -1.2% | +1.1% | +0.2% |
| 30D | +2.7% | +10.1% | -7.4% | +0.2% |
| 3M | +16.3% | +16.1% | +0.2% | +11.6% |
| 6M | +30.2% | +38.9% | -8.7% | +18.1% |
| YTD | +83.6% | +14.4% | +69.1% | +76.3% |
| 1Y | +173.0% | +5.9% | +167.1% | +168.7% |
| 3Y | +356.6% | +58.8% | +297.9% | +289.7% |
| All | +1,107.9% | +25.8% | +1,082.1% | +1,010.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling