+363.6%
ATI vs GWW
+89.5%
+274.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | 0.0% |
| 7D | +2.4% | -0.5% | +2.9% | +2.7% |
| 30D | -9.5% | -1.4% | -8.1% | -8.9% |
| 3M | +10.4% | -3.6% | +14.0% | +11.8% |
| 6M | +31.8% | +15.1% | +16.7% | +20.6% |
| YTD | +80.0% | +27.5% | +52.5% | +54.4% |
| 1Y | +175.8% | +29.6% | +146.2% | +134.1% |
| All | +363.6% | +89.5% | +274.1% | +213.7% |
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