+173.5%
ATI vs MUB
+76.3%
+97.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | -0.9% | +0.8% | +0.5% |
| 30D | +2.7% | -1.4% | +4.1% | +3.6% |
| 3M | +16.3% | -2.2% | +18.5% | +17.9% |
| 6M | +30.2% | -1.9% | +32.1% | +31.8% |
| YTD | +83.6% | -0.8% | +84.3% | +84.8% |
| 1Y | +173.0% | +2.7% | +170.3% | +169.3% |
| 3Y | +356.6% | +8.6% | +348.1% | +335.6% |
| 5Y | +1,074.2% | +2.0% | +1,072.1% | +1,058.9% |
| 10Y | +1,136.2% | +17.9% | +1,118.3% | +1,100.2% |
| All | +173.5% | +76.3% | +97.2% | +142.3% |
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 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