+146.9%
ATI vs MUB
+77.1%
+69.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.9% |
| 7D | +13.0% | -0.8% | +13.8% | +13.5% |
| 30D | +0.2% | +2.4% | -2.2% | -1.4% |
| 3M | -17.5% | -1.1% | -16.4% | -17.0% |
| 6M | +18.1% | -1.0% | +19.1% | +18.8% |
| YTD | +65.7% | -0.3% | +66.0% | +66.2% |
| 1Y | +91.9% | 0.0% | +91.9% | +92.2% |
| 3Y | +335.2% | +10.2% | +325.1% | +311.4% |
| 5Y | +1,004.3% | +2.9% | +1,001.4% | +983.7% |
| 10Y | +1,019.2% | +21.9% | +997.3% | +986.3% |
| All | +146.9% | +77.1% | +69.8% | +118.0% |
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