+366.0%
ATI vs PFGC
+63.1%
+302.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.6% |
| 7D | +3.2% | -2.4% | +5.6% | +4.5% |
| 30D | -9.0% | -15.8% | +6.8% | -0.4% |
| 3M | +15.1% | -0.6% | +15.7% | +13.8% |
| 6M | +38.1% | +10.7% | +27.5% | +27.8% |
| YTD | +80.7% | +7.6% | +73.0% | +68.0% |
| 1Y | +167.5% | -7.8% | +175.3% | +173.7% |
| 3Y | +366.0% | +63.7% | +302.3% | +235.7% |
| All | +366.0% | +63.1% | +302.9% | +235.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling