+1,076.9%
ATI vs PFGC
+111.7%
+965.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.2% |
| 7D | +2.4% | -3.7% | +6.1% | +4.3% |
| 30D | -9.5% | -16.0% | +6.5% | -1.7% |
| 3M | +10.4% | -4.1% | +14.5% | +11.7% |
| 6M | +31.8% | +8.7% | +23.1% | +25.0% |
| YTD | +80.0% | +6.4% | +73.6% | +71.3% |
| 1Y | +175.8% | -8.4% | +184.2% | +182.1% |
| 3Y | +364.2% | +61.8% | +302.5% | +259.4% |
| 5Y | +1,076.9% | +108.7% | +968.2% | +683.5% |
| All | +1,076.9% | +111.7% | +965.2% | +683.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling