+1,107.8%
ATI vs GTLB
-50.8%
+1,158.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | -0.2% |
| 7D | +2.4% | -6.6% | +9.0% | +3.0% |
| 30D | -9.5% | +13.7% | -23.2% | -10.6% |
| 3M | +10.4% | +52.9% | -42.5% | +6.0% |
| 6M | +31.8% | +88.5% | -56.7% | +23.4% |
| YTD | +80.0% | +23.4% | +56.5% | +75.0% |
| 1Y | +175.8% | -3.8% | +179.6% | +174.6% |
| 3Y | +364.2% | -11.5% | +375.7% | +356.5% |
| All | +1,107.8% | -50.8% | +1,158.7% | +1,056.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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