+86.5%
ATI vs MDY
+17.5%
+69.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.7% |
| 7D | +8.3% | +1.7% | +6.6% | +5.5% |
| 30D | -7.3% | +1.2% | -8.4% | -8.8% |
| 3M | -10.5% | -3.5% | -7.0% | -4.8% |
| 6M | +16.4% | +3.5% | +12.8% | +10.3% |
| YTD | +56.1% | +13.6% | +42.5% | +29.8% |
| 1Y | +86.5% | +17.1% | +69.5% | +51.8% |
| All | +86.5% | +17.5% | +69.0% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling