+1,090.2%
ATI vs NVS
+179.5%
+910.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -5.6% | -14.3% | +8.6% | +2.3% |
| 30D | -13.7% | -10.0% | -3.8% | -9.7% |
| 3M | -0.4% | -10.9% | +10.5% | +4.3% |
| 6M | +26.2% | -12.0% | +38.2% | +33.5% |
| YTD | +73.2% | +2.5% | +70.7% | +66.4% |
| 1Y | +161.6% | +10.7% | +150.9% | +138.1% |
| 3Y | +346.2% | +53.3% | +292.9% | +214.7% |
| 5Y | +1,047.6% | +93.6% | +954.0% | +551.5% |
| All | +1,090.2% | +179.5% | +910.7% | +522.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 10y: compounded portfolio wealth divided by compounded NVS 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…
10y analysis · Full analysis span regression · 6 months rolling