+175.8%
ATI vs PFG
+47.8%
+128.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | +2.4% | +3.2% | -0.8% | +1.1% |
| 30D | -9.5% | +0.9% | -10.4% | -9.9% |
| 3M | +10.4% | +7.7% | +2.7% | +6.3% |
| 6M | +31.8% | +29.0% | +2.9% | +14.7% |
| YTD | +80.0% | +32.5% | +47.5% | +53.4% |
| 1Y | +175.8% | +47.3% | +128.5% | +123.1% |
| All | +175.8% | +47.8% | +128.0% | +123.1% |
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