+86.5%
ATI vs PFGC
+12.5%
+74.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.5% | -14.2% | -4.0% |
| 7D | +8.3% | +13.9% | -5.5% | +4.5% |
| 30D | -7.3% | +18.4% | -25.6% | -11.8% |
| 3M | -10.5% | -2.5% | -8.0% | -9.5% |
| 6M | +16.4% | +26.0% | -9.7% | +4.9% |
| YTD | +56.1% | +21.9% | +34.2% | +43.2% |
| 1Y | +86.5% | +13.4% | +73.1% | +74.2% |
| All | +86.5% | +12.5% | +74.0% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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