+91.5%
ATI vs PFG
+41.5%
+50.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.8% | +3.0% |
| 7D | +4.7% | -2.2% | +6.9% | +5.5% |
| 30D | -0.2% | +6.4% | -6.6% | -1.9% |
| 3M | -18.5% | +2.2% | -20.7% | -19.0% |
| 6M | +16.4% | +16.3% | +0.1% | +8.3% |
| YTD | +63.4% | +33.2% | +30.2% | +40.4% |
| 1Y | +91.5% | +40.6% | +50.9% | +61.0% |
| All | +91.5% | +41.5% | +50.0% | +61.0% |
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