+1,055.0%
ATI vs PTC
+204.7%
+850.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | +1.0% |
| 7D | +3.2% | -12.8% | +16.0% | +9.8% |
| 30D | -9.0% | -9.8% | +0.8% | -5.2% |
| 3M | +15.1% | -2.1% | +17.2% | +12.9% |
| 6M | +38.1% | -18.1% | +56.2% | +47.3% |
| YTD | +80.7% | -23.5% | +104.2% | +98.1% |
| 1Y | +167.5% | -37.4% | +204.9% | +226.2% |
| 3Y | +366.0% | -7.2% | +373.2% | +340.1% |
| 5Y | +1,088.8% | +2.7% | +1,086.1% | +917.4% |
| 10Y | +1,055.0% | +203.4% | +851.6% | +306.8% |
| All | +1,055.0% | +204.7% | +850.3% | +306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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