+346.2%
ATI vs NTR
+36.8%
+309.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -5.6% | -1.3% | -4.4% | -5.5% |
| 30D | -13.7% | +16.8% | -30.5% | -15.7% |
| 3M | -0.4% | +20.7% | -21.1% | -3.4% |
| 6M | +26.2% | +0.5% | +25.7% | +25.8% |
| YTD | +73.2% | +29.2% | +44.0% | +60.7% |
| 1Y | +161.6% | +39.6% | +122.0% | +136.2% |
| 3Y | +346.2% | +37.9% | +308.3% | +294.8% |
| All | +346.2% | +36.8% | +309.4% | +294.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling