+99.5%
ATI vs PODD
+778.2%
-678.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +13.0% | -4.4% | +17.3% | +14.3% |
| 30D | +0.2% | +8.1% | -7.9% | -2.4% |
| 3M | -17.5% | +2.9% | -20.4% | -18.8% |
| 6M | +18.1% | -5.7% | +23.8% | +16.8% |
| YTD | +65.7% | -47.5% | +113.2% | +93.6% |
| 1Y | +91.9% | -55.7% | +147.6% | +135.5% |
| 3Y | +335.2% | -3.7% | +339.0% | +309.4% |
| 5Y | +1,004.3% | -52.6% | +1,056.9% | +1,114.3% |
| 10Y | +1,019.2% | +320.3% | +698.9% | +444.7% |
| All | +99.5% | +778.2% | -678.6% | -47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling