+978.9%
ATI vs PEG
+1,210.6%
-231.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.2% | -4.7% |
| 7D | +4.2% | +4.5% | -0.4% | +1.0% |
| 30D | -2.5% | +7.5% | -10.1% | -7.7% |
| 3M | -19.4% | +0.8% | -20.3% | -20.3% |
| 6M | +11.1% | 0.0% | +11.1% | +9.8% |
| YTD | +59.5% | -3.0% | +62.6% | +60.8% |
| 1Y | +85.8% | -4.7% | +90.5% | +89.5% |
| 3Y | +311.9% | +36.5% | +275.4% | +216.1% |
| 5Y | +963.2% | +44.4% | +918.9% | +672.2% |
| 10Y | +977.6% | +170.2% | +807.4% | +404.6% |
| All | +978.9% | +1,210.6% | -231.7% | +102.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling