+1,088.8%
ATI vs MUB
+2.2%
+1,086.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +3.2% | -0.3% | +3.5% | +3.4% |
| 30D | -9.0% | -1.5% | -7.5% | -7.8% |
| 3M | +15.1% | -1.9% | +17.0% | +17.0% |
| 6M | +38.1% | -1.7% | +39.8% | +40.2% |
| YTD | +80.7% | -0.8% | +81.4% | +82.5% |
| 1Y | +167.5% | +1.5% | +166.0% | +167.1% |
| 3Y | +366.0% | +8.8% | +357.2% | +341.8% |
| 5Y | +1,088.8% | +2.0% | +1,086.8% | +1,040.6% |
| All | +1,088.8% | +2.2% | +1,086.5% | +1,040.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling