+161.6%
ATI vs PNC
+25.1%
+136.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -5.6% | -0.6% | -5.1% | -5.4% |
| 30D | -13.7% | -4.4% | -9.3% | -11.8% |
| 3M | -0.4% | +5.2% | -5.6% | -3.1% |
| 6M | +26.2% | +20.6% | +5.6% | +14.4% |
| YTD | +73.2% | +19.8% | +53.4% | +56.2% |
| 1Y | +161.6% | +24.4% | +137.2% | +127.3% |
| All | +161.6% | +25.1% | +136.5% | +127.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling