+1,091.6%
ATI vs RGEN
+414.1%
+677.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.4% | -3.6% |
| 7D | -2.7% | -2.9% | +0.2% | -2.1% |
| 30D | -13.5% | -0.1% | -13.5% | -13.7% |
| 3M | +8.5% | +25.9% | -17.4% | +2.5% |
| 6M | +25.2% | +35.2% | -10.0% | +16.0% |
| YTD | +73.4% | +0.5% | +72.9% | +70.7% |
| 1Y | +160.5% | +37.0% | +123.5% | +139.2% |
| 3Y | +347.3% | +2.0% | +345.3% | +321.5% |
| 5Y | +1,049.0% | -44.2% | +1,093.1% | +1,058.9% |
| All | +1,091.6% | +414.1% | +677.5% | +454.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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