+970.1%
ATI vs PTC
+313.0%
+657.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +13.0% | +0.8% | +12.1% | +12.6% |
| 30D | +0.2% | +1.2% | -1.0% | -0.3% |
| 3M | -17.5% | +32.6% | -50.1% | -29.7% |
| 6M | +18.1% | +36.1% | -18.0% | -2.7% |
| YTD | +65.7% | +12.7% | +53.1% | +48.4% |
| 1Y | +91.9% | +10.2% | +81.8% | +73.9% |
| 3Y | +335.2% | +29.4% | +305.8% | +246.3% |
| 5Y | +1,004.3% | +61.1% | +943.2% | +647.4% |
| All | +970.1% | +313.0% | +657.1% | +263.4% |
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