+1,091.6%
ATI vs MUB
+16.7%
+1,074.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -2.9% | -2.5% |
| 7D | -2.7% | -1.2% | -1.5% | -0.8% |
| 30D | -13.5% | -2.8% | -10.7% | -9.7% |
| 3M | +8.5% | -3.1% | +11.6% | +13.8% |
| 6M | +25.2% | -2.9% | +28.0% | +31.2% |
| YTD | +73.4% | -2.0% | +75.4% | +79.6% |
| 1Y | +160.5% | 0.0% | +160.5% | +162.0% |
| 3Y | +347.3% | +7.4% | +339.9% | +300.2% |
| 5Y | +1,049.0% | +0.8% | +1,048.2% | +1,049.6% |
| All | +1,091.6% | +16.7% | +1,074.9% | +1,420.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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