+161.6%
ATI vs NVS
+10.8%
+150.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -5.6% | -14.3% | +8.6% | -2.3% |
| 30D | -13.7% | -10.0% | -3.8% | -12.1% |
| 3M | -0.4% | -10.9% | +10.5% | +1.4% |
| 6M | +26.2% | -12.0% | +38.2% | +27.4% |
| YTD | +73.2% | +2.5% | +70.7% | +76.4% |
| 1Y | +161.6% | +10.7% | +150.9% | +168.0% |
| All | +161.6% | +10.8% | +150.8% | +168.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling