+1,067.0%
ATI vs GPC
+93.7%
+973.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.3% | +2.8% | +3.5% |
| 7D | +6.0% | +0.8% | +5.2% | +5.4% |
| 30D | -3.6% | -1.1% | -2.6% | -3.2% |
| 3M | -18.9% | -6.6% | -12.2% | -15.5% |
| 6M | +16.7% | +22.2% | -5.5% | -2.8% |
| YTD | +61.1% | +5.1% | +56.0% | +45.8% |
| 1Y | +89.3% | +2.8% | +86.5% | +74.1% |
| 3Y | +333.3% | +2.4% | +330.9% | +265.4% |
| 5Y | +954.5% | +7.8% | +946.7% | +708.0% |
| 10Y | +1,067.0% | +87.2% | +979.7% | +406.1% |
| All | +1,067.0% | +93.7% | +973.3% | +406.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 10y: compounded portfolio wealth divided by compounded GPC 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…
10y analysis · Full analysis span regression · 6 months rolling