+1,421.4%
ATI vs PFGC
+419.1%
+1,002.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.2% |
| 7D | -0.1% | -2.2% | +2.1% | +0.9% |
| 30D | +2.7% | -11.9% | +14.6% | +8.5% |
| 3M | +16.3% | +5.0% | +11.3% | +13.1% |
| 6M | +30.2% | +8.6% | +21.6% | +24.7% |
| YTD | +83.6% | +9.7% | +73.9% | +74.0% |
| 1Y | +173.0% | -6.3% | +179.3% | +176.5% |
| 3Y | +356.6% | +58.2% | +298.4% | +267.2% |
| 5Y | +1,074.2% | +110.4% | +963.8% | +708.9% |
| 10Y | +1,136.2% | +272.8% | +863.5% | +577.0% |
| All | +1,421.4% | +419.1% | +1,002.3% | +590.3% |
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