+1,067.0%
ATI vs MAS
+230.1%
+836.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.5% | +0.7% | +2.5% |
| 7D | +6.0% | +3.3% | +2.7% | +3.8% |
| 30D | -3.6% | +25.5% | -29.1% | -16.5% |
| 3M | -18.9% | +11.8% | -30.6% | -24.9% |
| 6M | +16.7% | +21.3% | -4.6% | +1.2% |
| YTD | +61.1% | +37.7% | +23.3% | +26.9% |
| 1Y | +89.3% | +41.0% | +48.3% | +46.7% |
| 3Y | +333.3% | +63.0% | +270.3% | +186.9% |
| 5Y | +954.5% | +44.1% | +910.4% | +636.4% |
| 10Y | +1,067.0% | +224.3% | +842.7% | +283.6% |
| All | +1,067.0% | +230.1% | +836.8% | +283.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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