+333.3%
ATI vs STLA
-73.7%
+407.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.2% |
| 7D | +6.0% | -6.4% | +12.4% | +7.3% |
| 30D | -3.6% | -1.3% | -2.3% | -3.6% |
| 3M | -18.9% | -19.9% | +1.1% | -15.8% |
| 6M | +16.7% | -42.9% | +59.6% | +30.1% |
| YTD | +61.1% | -59.4% | +120.5% | +90.4% |
| 1Y | +89.3% | -56.8% | +146.1% | +119.4% |
| 3Y | +333.3% | -73.1% | +406.4% | +355.5% |
| All | +333.3% | -73.7% | +407.0% | +355.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling