+1,090.2%
ATI vs QSR
+135.2%
+955.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.5% |
| 7D | -5.6% | -4.0% | -1.6% | -3.1% |
| 30D | -13.7% | +2.8% | -16.5% | -15.5% |
| 3M | -0.4% | +5.1% | -5.5% | -4.9% |
| 6M | +26.2% | +8.8% | +17.4% | +16.5% |
| YTD | +73.2% | +14.8% | +58.4% | +52.7% |
| 1Y | +161.6% | +25.7% | +135.9% | +114.6% |
| 3Y | +346.2% | +27.5% | +318.6% | +249.6% |
| 5Y | +1,047.6% | +41.3% | +1,006.4% | +724.1% |
| All | +1,090.2% | +135.2% | +955.1% | +522.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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