+261.9%
ATI vs PLTU
+142.1%
+119.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -1.1% |
| 7D | +3.2% | -11.6% | +14.8% | +4.2% |
| 30D | -9.0% | -4.6% | -4.4% | -9.1% |
| 3M | +15.1% | +33.7% | -18.6% | +8.0% |
| 6M | +38.1% | -9.4% | +47.5% | +33.8% |
| YTD | +80.7% | -34.7% | +115.4% | +81.0% |
| 1Y | +167.5% | -23.2% | +190.7% | +155.4% |
| All | +261.9% | +142.1% | +119.8% | +152.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling