+85.8%
ATI vs S
+30.9%
+54.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.7% |
| 7D | +4.2% | +2.0% | +2.2% | +4.2% |
| 30D | -2.5% | -2.7% | +0.2% | -2.5% |
| 3M | -19.4% | -6.9% | -12.5% | -19.1% |
| 6M | +11.1% | +38.1% | -27.0% | +15.6% |
| YTD | +59.5% | +48.0% | +11.5% | +67.4% |
| 1Y | +85.8% | +34.5% | +51.3% | +96.4% |
| All | +85.8% | +30.9% | +54.9% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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