+314.3%
ATI vs LII
-8.7%
+323.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.4% | +5.2% |
| 7D | +6.2% | -0.6% | +6.8% | +6.4% |
| 30D | -7.1% | -4.6% | -2.5% | -6.1% |
| 3M | -21.3% | -21.2% | -0.1% | -14.3% |
| 6M | +6.5% | -36.4% | +42.9% | +24.7% |
| YTD | +53.2% | -28.9% | +82.1% | +70.0% |
| 1Y | +82.7% | -29.5% | +112.2% | +103.5% |
| 3Y | +314.3% | -8.6% | +322.9% | +282.7% |
| All | +314.3% | -8.7% | +323.0% | +282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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