+367.2%
ATI vs LII
+5.3%
+361.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.2% | +1.8% | +2.5% |
| 7D | -0.1% | -0.7% | +0.7% | +0.3% |
| 30D | +2.7% | -12.6% | +15.3% | +8.3% |
| 3M | +16.3% | -24.4% | +40.8% | +28.3% |
| 6M | +30.2% | -28.7% | +58.9% | +46.7% |
| YTD | +83.6% | -19.1% | +102.7% | +95.4% |
| 1Y | +173.0% | -29.7% | +202.7% | +207.3% |
| All | +367.2% | +5.3% | +361.9% | +307.6% |
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