+161.6%
ATI vs PODD
-60.9%
+222.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | -0.1% |
| 7D | -5.6% | -10.5% | +4.9% | -5.4% |
| 30D | -13.7% | -9.0% | -4.7% | -13.5% |
| 3M | -0.4% | -11.5% | +11.2% | -1.4% |
| 6M | +26.2% | -44.7% | +71.0% | +36.7% |
| YTD | +73.2% | -53.6% | +126.8% | +91.7% |
| 1Y | +161.6% | -61.0% | +222.6% | +199.7% |
| All | +161.6% | -60.9% | +222.5% | +199.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling