+1,141.3%
ATI vs GEN
+1,404.0%
-262.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.2% | +5.2% | +3.6% |
| 7D | -0.1% | -1.2% | +1.1% | +0.3% |
| 30D | +2.7% | +10.1% | -7.4% | -0.4% |
| 3M | +16.3% | +16.1% | +0.2% | +10.3% |
| 6M | +30.2% | +38.9% | -8.7% | +15.7% |
| YTD | +83.6% | +14.4% | +69.1% | +72.1% |
| 1Y | +173.0% | +5.9% | +167.1% | +161.7% |
| 3Y | +356.6% | +58.8% | +297.9% | +281.2% |
| 5Y | +1,074.2% | +24.7% | +1,049.5% | +933.0% |
| 10Y | +1,136.2% | +163.1% | +973.1% | +708.6% |
| All | +1,141.3% | +1,404.0% | -262.7% | +530.5% |
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