+121.0%
ATI vs PODD
+767.5%
-646.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.1% | +5.0% | +3.6% |
| 7D | -0.1% | +1.6% | -1.7% | -0.6% |
| 30D | +2.7% | +10.7% | -8.0% | -0.5% |
| 3M | +16.3% | +0.7% | +15.6% | +13.6% |
| 6M | +30.2% | -39.3% | +69.5% | +46.8% |
| YTD | +83.6% | -48.1% | +131.7% | +116.3% |
| 1Y | +173.0% | -57.4% | +230.4% | +239.6% |
| 3Y | +356.6% | -23.3% | +379.9% | +357.5% |
| 5Y | +1,074.2% | -51.3% | +1,125.5% | +1,185.0% |
| 10Y | +1,136.2% | +242.0% | +894.2% | +545.7% |
| All | +121.0% | +767.5% | -646.5% | -41.7% |
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 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