+314.3%
ATI vs P
+175.5%
+138.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.5% | +0.9% | +3.7% |
| 7D | +6.2% | -23.8% | +30.0% | +12.1% |
| 30D | -7.1% | -36.6% | +29.5% | +1.8% |
| 3M | -21.3% | +10.9% | -32.2% | -24.4% |
| 6M | +6.5% | +30.0% | -23.5% | -2.5% |
| YTD | +53.2% | +44.4% | +8.8% | +35.5% |
| 1Y | +82.7% | +3.9% | +78.8% | +71.1% |
| 3Y | +314.3% | +176.6% | +137.7% | +226.8% |
| All | +314.3% | +175.5% | +138.8% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 3y: compounded portfolio wealth divided by compounded P 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…
3y analysis · Full analysis span regression · 6 months rolling