+1,003.8%
ATI vs MUB
+22.8%
+981.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.4% | +2.2% |
| 7D | +4.7% | +0.4% | +4.3% | +4.0% |
| 30D | -0.2% | +3.9% | -4.1% | -6.1% |
| 3M | -18.5% | -0.2% | -18.3% | -18.2% |
| 6M | +16.4% | -0.4% | +16.7% | +17.1% |
| YTD | +63.4% | +0.5% | +62.9% | +62.6% |
| 1Y | +91.5% | +0.7% | +90.9% | +90.2% |
| 3Y | +329.2% | +11.1% | +318.1% | +262.0% |
| 5Y | +966.7% | +3.7% | +963.0% | +918.4% |
| 10Y | +1,003.8% | +22.9% | +980.8% | +1,329.9% |
| All | +1,003.8% | +22.8% | +981.0% | +1,329.9% |
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