+930.3%
ATI vs PODD
+324.4%
+606.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.9% | -4.2% |
| 7D | +4.2% | +4.1% | +0.1% | +3.2% |
| 30D | -2.5% | +13.9% | -16.4% | -5.5% |
| 3M | -19.4% | +4.1% | -23.5% | -20.6% |
| 6M | +11.1% | +2.4% | +8.6% | +8.2% |
| YTD | +59.5% | -46.4% | +105.9% | +80.4% |
| 1Y | +85.8% | -54.2% | +139.9% | +117.9% |
| 3Y | +311.9% | -6.9% | +318.8% | +299.4% |
| 5Y | +963.2% | -51.6% | +1,014.8% | +1,063.3% |
| All | +930.3% | +324.4% | +606.0% | +577.4% |
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