+346.2%
ATI vs PSLV
+165.9%
+180.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -5.6% | -3.5% | -2.2% | -5.0% |
| 30D | -13.7% | -2.1% | -11.6% | -13.5% |
| 3M | -0.4% | -1.6% | +1.3% | -0.5% |
| 6M | +26.2% | -25.5% | +51.7% | +31.9% |
| YTD | +73.2% | -11.4% | +84.6% | +70.0% |
| 1Y | +161.6% | +48.6% | +113.0% | +126.5% |
| 3Y | +346.2% | +166.9% | +179.3% | +250.9% |
| All | +346.2% | +165.9% | +180.3% | +250.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 3y: compounded portfolio wealth divided by compounded PSLV 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…
3y analysis · Full analysis span regression · 6 months rolling