+930.3%
ATI vs SPXU
-99.5%
+1,029.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.9% | -3.1% |
| 7D | +4.2% | -7.6% | +11.7% | +0.6% |
| 30D | -2.5% | +5.3% | -7.9% | +1.4% |
| 3M | -19.4% | +9.6% | -29.1% | -14.2% |
| 6M | +11.1% | -4.5% | +15.6% | +12.3% |
| YTD | +59.5% | -25.9% | +85.4% | +46.1% |
| 1Y | +85.8% | -28.9% | +114.6% | +67.7% |
| 3Y | +311.9% | -80.5% | +392.4% | +134.1% |
| 5Y | +963.2% | -83.4% | +1,046.6% | +595.1% |
| All | +930.3% | -99.5% | +1,029.8% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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