+267.8%
ATI vs PLTU
+154.0%
+113.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -9.0% | +12.0% | +3.9% |
| 7D | -0.1% | -13.6% | +13.5% | +1.2% |
| 30D | +2.7% | +16.7% | -14.0% | +0.2% |
| 3M | +16.3% | +29.6% | -13.2% | +9.7% |
| 6M | +30.2% | -0.1% | +30.3% | +24.5% |
| YTD | +83.6% | -31.5% | +115.1% | +83.0% |
| 1Y | +173.0% | -19.7% | +192.7% | +159.4% |
| All | +267.8% | +154.0% | +113.7% | +155.4% |
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