+1,091.6%
ATI vs PODD
+229.6%
+862.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.3% | -3.1% |
| 7D | -2.7% | -10.6% | +7.9% | -0.2% |
| 30D | -13.5% | -6.9% | -6.6% | -12.3% |
| 3M | +8.5% | -10.6% | +19.2% | +9.6% |
| 6M | +25.2% | -43.5% | +68.6% | +40.6% |
| YTD | +73.4% | -52.6% | +126.0% | +103.1% |
| 1Y | +160.5% | -60.1% | +220.6% | +217.4% |
| 3Y | +347.3% | -21.7% | +369.0% | +349.1% |
| 5Y | +1,049.0% | -54.6% | +1,103.5% | +1,178.1% |
| All | +1,091.6% | +229.6% | +862.0% | +651.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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