+129.7%
ATI vs Q
+71.3%
+58.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.4% |
| 7D | -0.1% | +0.2% | -0.3% | -0.1% |
| 30D | +2.7% | -11.1% | +13.8% | +6.6% |
| 3M | +16.3% | -22.1% | +38.4% | +24.9% |
| 6M | +30.2% | +0.5% | +29.7% | +26.0% |
| YTD | +83.6% | +47.8% | +35.7% | +67.1% |
| All | +129.7% | +71.3% | +58.4% | +109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling