+1,025.5%
ATI vs GNRC
-58.7%
+1,084.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.8% |
| 7D | -5.6% | -0.2% | -5.4% | -5.6% |
| 30D | -13.7% | -15.7% | +2.0% | -10.2% |
| 3M | -0.4% | -27.3% | +27.0% | +7.0% |
| 6M | +26.2% | -12.1% | +38.3% | +28.8% |
| YTD | +73.2% | +37.1% | +36.1% | +58.7% |
| 1Y | +161.6% | -0.5% | +162.1% | +156.5% |
| 3Y | +346.2% | +61.5% | +284.7% | +279.8% |
| All | +1,025.5% | -58.7% | +1,084.2% | +1,041.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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