+1,091.6%
ATI vs IT
+92.9%
+998.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.9% |
| 7D | -2.7% | -12.7% | +10.0% | +2.5% |
| 30D | -13.5% | -8.9% | -4.6% | -10.9% |
| 3M | +8.5% | +10.1% | -1.6% | -0.3% |
| 6M | +25.2% | +7.3% | +17.9% | +13.4% |
| YTD | +73.4% | -32.4% | +105.8% | +93.3% |
| 1Y | +160.5% | -26.6% | +187.1% | +174.0% |
| 3Y | +347.3% | -51.8% | +399.1% | +460.0% |
| 5Y | +1,049.0% | -45.6% | +1,094.6% | +1,157.9% |
| All | +1,091.6% | +92.9% | +998.7% | +396.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling