+954.5%
ATI vs STLA
-70.4%
+1,024.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.2% |
| 7D | +6.0% | -6.4% | +12.4% | +7.8% |
| 30D | -3.6% | -1.3% | -2.3% | -3.6% |
| 3M | -18.9% | -19.9% | +1.1% | -14.7% |
| 6M | +16.7% | -42.9% | +59.6% | +34.6% |
| YTD | +61.1% | -59.4% | +120.5% | +101.4% |
| 1Y | +89.3% | -56.8% | +146.1% | +130.8% |
| 3Y | +333.3% | -73.1% | +406.4% | +464.2% |
| 5Y | +954.5% | -70.1% | +1,024.6% | +1,193.1% |
| All | +954.5% | -70.4% | +1,024.9% | +1,193.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling