+137.3%
ATI vs MUB
+77.6%
+59.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -0.9% |
| 7D | +1.3% | +0.6% | +0.7% | +0.9% |
| 30D | -4.8% | +3.4% | -8.2% | -6.8% |
| 3M | -19.9% | -0.7% | -19.2% | -19.6% |
| 6M | +15.4% | -1.0% | +16.3% | +16.1% |
| YTD | +59.2% | 0.0% | +59.2% | +59.4% |
| 1Y | +86.3% | +0.4% | +85.9% | +86.1% |
| 3Y | +318.2% | +10.5% | +307.7% | +294.7% |
| 5Y | +958.6% | +3.1% | +955.5% | +937.8% |
| 10Y | +996.8% | +22.0% | +974.7% | +962.3% |
| All | +137.3% | +77.6% | +59.6% | +109.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling