+366.0%
ATI vs PFG
+71.3%
+294.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.7% |
| 7D | +3.2% | +6.0% | -2.8% | -0.9% |
| 30D | -9.0% | +2.2% | -11.2% | -10.5% |
| 3M | +15.1% | +10.4% | +4.7% | +6.6% |
| 6M | +38.1% | +27.8% | +10.3% | +15.1% |
| YTD | +80.7% | +33.6% | +47.0% | +44.8% |
| 1Y | +167.5% | +49.3% | +118.2% | +96.7% |
| 3Y | +366.0% | +69.7% | +296.3% | +190.8% |
| All | +366.0% | +71.3% | +294.7% | +190.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling