+2,089.1%
ATI vs QS
-46.4%
+2,135.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.3% |
| 7D | -5.6% | -3.6% | -2.0% | -5.3% |
| 30D | -13.7% | -17.2% | +3.5% | -12.3% |
| 3M | -0.4% | -27.0% | +26.6% | +2.0% |
| 6M | +26.2% | -24.6% | +50.8% | +28.6% |
| YTD | +73.2% | -49.3% | +122.5% | +81.8% |
| 1Y | +161.6% | -40.3% | +201.9% | +167.9% |
| 3Y | +346.2% | -23.8% | +370.0% | +325.5% |
| 5Y | +1,047.6% | -75.0% | +1,122.6% | +1,023.4% |
| All | +2,089.1% | -46.4% | +2,135.5% | +1,926.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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