+82.7%
ATI vs PL
-3.5%
+86.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.4% | -6.0% | +3.0% |
| 7D | +6.2% | -6.8% | +13.0% | +7.0% |
| 30D | -7.1% | -29.3% | +22.2% | -3.4% |
| 3M | -21.3% | -44.8% | +23.4% | -16.0% |
| 6M | +6.5% | -68.4% | +74.9% | +18.4% |
| YTD | +53.2% | -36.4% | +89.5% | +53.3% |
| 1Y | +82.7% | +0.7% | +82.0% | +67.9% |
| All | +82.7% | -3.5% | +86.3% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling