+1,091.6%
ATI vs PFG
+247.4%
+844.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -4.3% |
| 7D | -2.7% | -3.0% | +0.3% | -0.3% |
| 30D | -13.5% | +2.5% | -16.0% | -15.6% |
| 3M | +8.5% | +6.1% | +2.5% | +2.0% |
| 6M | +25.2% | +31.3% | -6.1% | -1.9% |
| YTD | +73.4% | +33.6% | +39.9% | +32.8% |
| 1Y | +160.5% | +48.5% | +112.0% | +81.5% |
| 3Y | +347.3% | +69.6% | +277.7% | +172.1% |
| 5Y | +1,049.0% | +111.5% | +937.5% | +448.9% |
| All | +1,091.6% | +247.4% | +844.2% | +201.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling