+1,049.0%
ATI vs GWW
+219.8%
+829.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.3% |
| 7D | -2.7% | -3.1% | +0.4% | -1.0% |
| 30D | -13.5% | -2.3% | -11.2% | -12.5% |
| 3M | +8.5% | -3.3% | +11.8% | +9.8% |
| 6M | +25.2% | +15.4% | +9.8% | +14.6% |
| YTD | +73.4% | +26.7% | +46.7% | +49.5% |
| 1Y | +160.5% | +29.0% | +131.5% | +121.9% |
| 3Y | +347.3% | +89.0% | +258.3% | +201.8% |
| 5Y | +1,049.0% | +221.8% | +827.2% | +496.1% |
| All | +1,049.0% | +219.8% | +829.2% | +496.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling