+270.1%
ATI vs PLTD
-77.3%
+347.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -1.1% |
| 7D | +3.2% | +4.5% | -1.4% | +4.2% |
| 30D | -9.0% | -0.7% | -8.3% | -9.0% |
| 3M | +15.1% | -31.0% | +46.1% | +8.1% |
| 6M | +38.1% | -24.8% | +63.0% | +34.2% |
| YTD | +80.7% | -18.6% | +99.2% | +81.5% |
| 1Y | +167.5% | -31.8% | +199.3% | +157.6% |
| All | +270.1% | -77.3% | +347.5% | +162.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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