+86.5%
ATI vs PFG
+46.8%
+39.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.1% | -4.8% | -1.9% |
| 7D | +8.3% | +4.9% | +3.5% | +6.9% |
| 30D | -7.3% | +5.7% | -12.9% | -8.6% |
| 3M | -10.5% | +2.6% | -13.1% | -11.2% |
| 6M | +16.4% | +19.8% | -3.4% | +7.3% |
| YTD | +56.1% | +36.3% | +19.8% | +33.9% |
| 1Y | +86.5% | +47.9% | +38.6% | +57.5% |
| All | +86.5% | +46.8% | +39.7% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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