+86.5%
ATI vs IT
-17.9%
+104.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.4% |
| 7D | +8.3% | -5.5% | +13.8% | +7.4% |
| 30D | -7.3% | +10.3% | -17.6% | -5.1% |
| 3M | -10.5% | +11.5% | -22.0% | -7.8% |
| 6M | +16.4% | +40.3% | -23.9% | +28.2% |
| YTD | +56.1% | -17.9% | +73.9% | +65.1% |
| 1Y | +86.5% | -8.8% | +95.3% | +93.0% |
| All | +86.5% | -17.9% | +104.4% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1y: compounded portfolio wealth divided by compounded IT 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…
1y analysis · Full analysis span regression · 6 months rolling