+1,298.0%
ATI vs GRMN
+6,828.2%
-5,530.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.2% |
| 7D | +4.2% | -0.9% | +5.0% | +4.6% |
| 30D | -2.5% | +1.2% | -3.7% | -3.4% |
| 3M | -19.4% | -8.9% | -10.5% | -16.1% |
| 6M | +11.1% | +23.0% | -11.9% | -2.2% |
| YTD | +59.5% | +41.2% | +18.3% | +30.5% |
| 1Y | +85.8% | +47.5% | +38.3% | +48.7% |
| 3Y | +311.9% | +155.8% | +156.1% | +136.4% |
| 5Y | +963.2% | +120.2% | +843.1% | +548.8% |
| 10Y | +977.6% | +629.9% | +347.7% | +273.6% |
| All | +1,298.0% | +6,828.2% | -5,530.3% | +97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling