+247.4%
ATI vs PLTU
+129.7%
+117.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.4% | +0.7% | -3.2% |
| 7D | -2.7% | -17.7% | +15.0% | -0.7% |
| 30D | -13.5% | -12.5% | -1.0% | -12.8% |
| 3M | +8.5% | +39.5% | -31.0% | +1.2% |
| 6M | +25.2% | -7.0% | +32.2% | +20.6% |
| YTD | +73.4% | -38.1% | +111.5% | +74.7% |
| 1Y | +160.5% | -36.0% | +196.5% | +155.7% |
| All | +247.4% | +129.7% | +117.7% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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