+966.7%
ATI vs PODD
-51.3%
+1,018.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.4% |
| 7D | +4.7% | -9.1% | +13.8% | +6.6% |
| 30D | -0.2% | +7.3% | -7.5% | -1.7% |
| 3M | -18.5% | +3.7% | -22.2% | -19.4% |
| 6M | +16.4% | -2.7% | +19.0% | +14.8% |
| YTD | +63.4% | -47.2% | +110.6% | +84.6% |
| 1Y | +91.5% | -54.0% | +145.6% | +123.1% |
| 3Y | +329.2% | -3.3% | +332.5% | +319.3% |
| 5Y | +966.7% | -52.3% | +1,019.0% | +1,096.1% |
| All | +966.7% | -51.3% | +1,018.0% | +1,096.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling