+1,090.2%
ATI vs PNC
+279.5%
+810.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.6% |
| 7D | -5.6% | -0.6% | -5.1% | -5.2% |
| 30D | -13.7% | -4.4% | -9.3% | -10.3% |
| 3M | -0.4% | +5.2% | -5.6% | -5.1% |
| 6M | +26.2% | +20.6% | +5.6% | +7.0% |
| YTD | +73.2% | +19.8% | +53.4% | +46.5% |
| 1Y | +161.6% | +24.4% | +137.2% | +113.0% |
| 3Y | +346.2% | +131.2% | +214.9% | +104.7% |
| 5Y | +1,047.6% | +53.1% | +994.5% | +626.4% |
| All | +1,090.2% | +279.5% | +810.7% | +185.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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