+976.7%
ATI vs GEN
+1,372.6%
-395.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | +1.3% | +1.0% | +0.3% | +1.0% |
| 30D | -4.8% | +29.1% | -33.8% | -12.0% |
| 3M | -19.9% | +2.9% | -22.8% | -21.7% |
| 6M | +15.4% | +33.6% | -18.3% | +3.4% |
| YTD | +59.2% | +12.0% | +47.2% | +48.4% |
| 1Y | +86.3% | +16.2% | +70.1% | +71.6% |
| 3Y | +318.2% | +65.1% | +253.2% | +241.1% |
| 5Y | +958.6% | +33.3% | +925.3% | +802.2% |
| 10Y | +996.8% | +149.7% | +847.1% | +621.1% |
| All | +976.7% | +1,372.6% | -395.9% | +443.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling