+311.9%
ATI vs PEG
+36.1%
+275.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.2% | -4.2% |
| 7D | +4.2% | +4.5% | -0.4% | +2.5% |
| 30D | -2.5% | +7.5% | -10.1% | -5.3% |
| 3M | -19.4% | +0.8% | -20.3% | -19.8% |
| 6M | +11.1% | 0.0% | +11.1% | +10.5% |
| YTD | +59.5% | -3.0% | +62.6% | +60.8% |
| 1Y | +85.8% | -4.7% | +90.5% | +88.6% |
| 3Y | +311.9% | +36.5% | +275.4% | +269.0% |
| All | +311.9% | +36.1% | +275.8% | +269.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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