+1,090.2%
ATI vs LEN
+108.0%
+982.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -1.1% |
| 7D | -5.6% | -4.8% | -0.9% | -3.5% |
| 30D | -13.7% | -6.6% | -7.2% | -11.2% |
| 3M | -0.4% | -15.7% | +15.3% | +6.7% |
| 6M | +26.2% | -16.6% | +42.9% | +36.0% |
| YTD | +73.2% | -21.3% | +94.5% | +90.3% |
| 1Y | +161.6% | -42.0% | +203.6% | +228.0% |
| 3Y | +346.2% | -27.9% | +374.1% | +374.9% |
| 5Y | +1,047.6% | -10.7% | +1,058.3% | +934.9% |
| All | +1,090.2% | +108.0% | +982.2% | +420.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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