+232.0%
ATI vs PLTU
+131.7%
+100.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | +13.0% | +21.9% | -8.9% | +10.5% |
| 30D | +0.2% | -35.3% | +35.5% | +4.5% |
| 3M | -17.5% | -7.7% | -9.8% | -17.7% |
| 6M | +18.1% | +24.2% | -6.1% | +10.3% |
| YTD | +65.7% | -37.5% | +103.2% | +65.9% |
| 1Y | +91.9% | -43.6% | +135.5% | +93.9% |
| All | +232.0% | +131.7% | +100.3% | +131.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling