+160.5%
ATI vs SPXU
-34.8%
+195.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -2.6% |
| 7D | -2.7% | +6.4% | -9.1% | +0.7% |
| 30D | -13.5% | +5.9% | -19.5% | -10.6% |
| 3M | +8.5% | -11.7% | +20.2% | +2.6% |
| 6M | +25.2% | -28.7% | +53.9% | +6.4% |
| YTD | +73.4% | -26.4% | +99.8% | +49.9% |
| 1Y | +160.5% | -35.2% | +195.7% | +109.8% |
| All | +160.5% | -34.8% | +195.3% | +109.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling