+1,222.3%
ATI vs PFGC
+485.1%
+737.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -4.2% |
| 7D | +4.2% | +3.4% | +0.7% | +2.7% |
| 30D | -2.5% | +16.9% | -19.5% | -9.7% |
| 3M | -19.4% | +6.4% | -25.8% | -22.3% |
| 6M | +11.1% | +16.0% | -4.9% | +2.5% |
| YTD | +59.5% | +23.6% | +35.9% | +42.3% |
| 1Y | +85.8% | +16.6% | +69.2% | +69.8% |
| 3Y | +311.9% | +82.3% | +229.6% | +209.1% |
| 5Y | +963.2% | +138.7% | +824.5% | +588.3% |
| 10Y | +977.6% | +352.8% | +624.8% | +438.7% |
| All | +1,222.3% | +485.1% | +737.2% | +464.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling