+1,090.2%
ATI vs MDY
+177.2%
+913.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.3% |
| 7D | -5.6% | -1.9% | -3.8% | -3.0% |
| 30D | -13.7% | -4.6% | -9.1% | -7.4% |
| 3M | -0.4% | -1.2% | +0.9% | +1.6% |
| 6M | +26.2% | +9.2% | +17.0% | +12.2% |
| YTD | +73.2% | +13.1% | +60.1% | +46.4% |
| 1Y | +161.6% | +13.0% | +148.6% | +121.6% |
| 3Y | +346.2% | +49.2% | +297.0% | +151.3% |
| 5Y | +1,047.6% | +47.2% | +1,000.4% | +544.8% |
| All | +1,090.2% | +177.2% | +913.1% | +120.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling