+1,090.2%
ATI vs GRMN
+677.8%
+412.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.4% | -2.5% |
| 7D | -5.6% | +2.4% | -8.1% | -7.0% |
| 30D | -13.7% | -8.5% | -5.3% | -9.4% |
| 3M | -0.4% | +19.5% | -19.8% | -12.5% |
| 6M | +26.2% | +21.2% | +5.0% | +9.9% |
| YTD | +73.2% | +41.0% | +32.2% | +36.5% |
| 1Y | +161.6% | +19.6% | +142.0% | +125.7% |
| 3Y | +346.2% | +183.8% | +162.4% | +91.9% |
| 5Y | +1,047.6% | +83.0% | +964.6% | +589.0% |
| All | +1,090.2% | +677.8% | +412.5% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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