+1,178.1%
ATI vs STLA
+46.8%
+1,131.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.5% |
| 7D | +2.4% | +0.4% | +2.0% | +2.2% |
| 30D | -9.5% | -5.2% | -4.3% | -7.9% |
| 3M | +10.4% | -24.9% | +35.2% | +23.7% |
| 6M | +31.8% | -25.2% | +57.0% | +47.1% |
| YTD | +80.0% | -51.4% | +131.4% | +137.5% |
| 1Y | +175.8% | -40.7% | +216.5% | +222.7% |
| 3Y | +364.2% | -66.3% | +430.5% | +559.8% |
| 5Y | +1,076.9% | -63.2% | +1,140.1% | +1,409.0% |
| 10Y | +1,178.1% | +48.7% | +1,129.4% | +781.7% |
| All | +1,178.1% | +46.8% | +1,131.3% | +781.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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