+1,067.0%
ATI vs PTC
+326.2%
+740.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.7% | +5.0% |
| 7D | +6.0% | +0.8% | +5.2% | +5.7% |
| 30D | -3.6% | +0.7% | -4.4% | -3.9% |
| 3M | -18.9% | +32.6% | -51.5% | -30.9% |
| 6M | +16.7% | +33.6% | -16.9% | -3.0% |
| YTD | +61.1% | +12.4% | +48.6% | +44.3% |
| 1Y | +89.3% | +11.2% | +78.1% | +70.6% |
| 3Y | +333.3% | +31.7% | +301.6% | +241.3% |
| 5Y | +954.5% | +60.1% | +894.4% | +615.6% |
| 10Y | +1,067.0% | +317.2% | +749.8% | +296.9% |
| All | +1,067.0% | +326.2% | +740.8% | +296.9% |
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