+363.6%
ATI vs IT
-52.2%
+415.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | +2.4% | -9.1% | +11.5% | +2.8% |
| 30D | -9.5% | -12.2% | +2.7% | -9.0% |
| 3M | +10.4% | +7.8% | +2.6% | +10.0% |
| 6M | +31.8% | +2.0% | +29.8% | +32.0% |
| YTD | +80.0% | -32.7% | +112.7% | +95.9% |
| 1Y | +175.8% | -31.1% | +206.9% | +196.6% |
| All | +363.6% | -52.2% | +415.8% | +470.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling