+746.2%
ATI vs PL
+81.7%
+664.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.4% |
| 7D | +3.2% | -7.5% | +10.7% | +4.2% |
| 30D | -9.0% | -25.6% | +16.6% | -5.4% |
| 3M | +15.1% | -45.6% | +60.7% | +24.0% |
| 6M | +38.1% | -29.5% | +67.7% | +39.9% |
| YTD | +80.7% | -9.7% | +90.3% | +75.4% |
| 1Y | +167.5% | +84.4% | +83.1% | +131.3% |
| 3Y | +366.0% | +550.0% | -184.0% | +205.0% |
| 5Y | +1,088.8% | +79.0% | +1,009.8% | +706.1% |
| All | +746.2% | +81.7% | +664.5% | +464.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling