+311.9%
ATI vs GWW
+93.2%
+218.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.3% |
| 7D | +4.2% | +3.6% | +0.6% | +2.3% |
| 30D | -2.5% | +12.1% | -14.6% | -8.1% |
| 3M | -19.4% | +12.9% | -32.3% | -24.4% |
| 6M | +11.1% | +19.3% | -8.2% | +0.3% |
| YTD | +59.5% | +48.7% | +10.8% | +26.3% |
| 1Y | +85.8% | +60.5% | +25.3% | +40.8% |
| 3Y | +311.9% | +93.3% | +218.6% | +181.4% |
| All | +311.9% | +93.2% | +218.7% | +181.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 3y: compounded portfolio wealth divided by compounded GWW 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…
3y analysis · Full analysis span regression · 6 months rolling