+346.5%
ATI vs NVD
-99.1%
+445.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.5% | -8.1% | -2.9% |
| 7D | -2.7% | +9.0% | -11.7% | -1.3% |
| 30D | -13.5% | -5.5% | -8.0% | -13.8% |
| 3M | +8.5% | -24.6% | +33.1% | +5.6% |
| 6M | +25.2% | -42.1% | +67.2% | +18.7% |
| YTD | +73.4% | -44.3% | +117.7% | +64.6% |
| 1Y | +160.5% | -54.2% | +214.7% | +143.7% |
| 3Y | +347.3% | -99.1% | +446.4% | +217.3% |
| All | +346.5% | -99.1% | +445.6% | +216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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