+1,076.9%
ATI vs PODD
-54.3%
+1,131.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.2% |
| 7D | +2.4% | -6.9% | +9.3% | +3.8% |
| 30D | -9.5% | -3.5% | -6.0% | -9.0% |
| 3M | +10.4% | -13.6% | +24.0% | +12.1% |
| 6M | +31.8% | -42.6% | +74.4% | +46.5% |
| YTD | +80.0% | -51.5% | +131.5% | +107.7% |
| 1Y | +175.8% | -60.9% | +236.7% | +234.0% |
| 3Y | +364.2% | -19.8% | +384.0% | +369.4% |
| 5Y | +1,076.9% | -54.4% | +1,131.2% | +1,293.0% |
| All | +1,076.9% | -54.3% | +1,131.2% | +1,293.0% |
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