+86.5%
ATI vs SCHG
+5.5%
+81.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -1.9% | -1.9% |
| 7D | +8.3% | -2.5% | +10.9% | +11.1% |
| 30D | -7.3% | -5.4% | -1.8% | -2.0% |
| 3M | -10.5% | -2.2% | -8.4% | -8.5% |
| 6M | +16.4% | +5.2% | +11.2% | +10.9% |
| YTD | +56.1% | +6.8% | +49.3% | +40.8% |
| 1Y | +86.5% | +5.9% | +80.6% | +69.2% |
| All | +86.5% | +5.5% | +81.0% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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