+930.3%
ATI vs MUB
+21.8%
+908.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.2% |
| 7D | +4.2% | -1.3% | +5.4% | +6.2% |
| 30D | -2.5% | +2.2% | -4.7% | -6.0% |
| 3M | -19.4% | -1.6% | -17.8% | -17.4% |
| 6M | +11.1% | -1.3% | +12.4% | +13.3% |
| YTD | +59.5% | -0.7% | +60.2% | +61.6% |
| 1Y | +85.8% | -0.2% | +86.0% | +86.9% |
| 3Y | +311.9% | +9.6% | +302.3% | +253.2% |
| 5Y | +963.2% | +2.6% | +960.7% | +931.8% |
| All | +930.3% | +21.8% | +908.5% | +1,237.3% |
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