+1,049.0%
ATI vs PNC
+50.6%
+998.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.6% | -4.3% |
| 7D | -2.7% | -0.9% | -1.8% | -2.2% |
| 30D | -13.5% | -4.4% | -9.1% | -10.9% |
| 3M | +8.5% | +5.3% | +3.2% | +4.7% |
| 6M | +25.2% | +19.6% | +5.6% | +11.1% |
| YTD | +73.4% | +19.1% | +54.3% | +53.4% |
| 1Y | +160.5% | +24.3% | +136.2% | +123.5% |
| 3Y | +347.3% | +132.2% | +215.1% | +156.3% |
| 5Y | +1,049.0% | +52.3% | +996.6% | +683.5% |
| All | +1,049.0% | +50.6% | +998.4% | +683.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling