+1,025.5%
ATI vs NTR
+45.7%
+979.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.6% | -1.3% | -4.4% | -5.3% |
| 30D | -13.7% | +16.8% | -30.5% | -18.0% |
| 3M | -0.4% | +20.7% | -21.1% | -6.7% |
| 6M | +26.2% | +0.5% | +25.7% | +24.2% |
| YTD | +73.2% | +29.2% | +44.0% | +54.1% |
| 1Y | +161.6% | +39.6% | +122.0% | +124.5% |
| 3Y | +346.2% | +37.9% | +308.3% | +277.1% |
| All | +1,025.5% | +45.7% | +979.8% | +707.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling