+706.2%
ATI vs NTR
+103.7%
+602.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.4% | +0.5% | +1.9% | +2.0% |
| 30D | -9.5% | +21.7% | -31.2% | -19.4% |
| 3M | +10.4% | +22.8% | -12.4% | -3.2% |
| 6M | +31.8% | +8.2% | +23.6% | +21.3% |
| YTD | +80.0% | +32.9% | +47.0% | +44.3% |
| 1Y | +175.8% | +45.3% | +130.5% | +106.6% |
| 3Y | +364.2% | +41.7% | +322.6% | +237.9% |
| 5Y | +1,076.9% | +49.8% | +1,027.0% | +588.1% |
| All | +706.2% | +103.7% | +602.5% | +251.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling