+1,785.8%
ATI vs PFG
+1,015.3%
+770.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.9% |
| 7D | -0.1% | +5.5% | -5.6% | -3.4% |
| 30D | +2.7% | +2.4% | +0.3% | +1.0% |
| 3M | +16.3% | +13.6% | +2.7% | +6.8% |
| 6M | +30.2% | +27.9% | +2.3% | +11.3% |
| YTD | +83.6% | +35.6% | +48.0% | +51.0% |
| 1Y | +173.0% | +48.5% | +124.5% | +112.2% |
| 3Y | +356.6% | +66.9% | +289.8% | +229.5% |
| 5Y | +1,074.2% | +111.0% | +963.2% | +628.6% |
| 10Y | +1,136.2% | +244.5% | +891.7% | +504.5% |
| All | +1,785.8% | +1,015.3% | +770.5% | +346.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling