+1,003.8%
ATI vs PRU
+102.7%
+901.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | +4.7% | -2.8% | +7.5% | +7.2% |
| 30D | -0.2% | +8.5% | -8.7% | -7.4% |
| 3M | -18.5% | +1.7% | -20.2% | -20.4% |
| 6M | +16.4% | +24.8% | -8.4% | -5.2% |
| YTD | +63.4% | +13.3% | +50.1% | +42.8% |
| 1Y | +91.5% | +21.4% | +70.2% | +57.7% |
| 3Y | +329.2% | +54.8% | +274.4% | +176.4% |
| 5Y | +966.7% | +42.4% | +924.4% | +618.7% |
| 10Y | +1,003.8% | +98.4% | +905.3% | +372.9% |
| All | +1,003.8% | +102.7% | +901.1% | +372.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling