+996.8%
ATI vs STLD
+804.7%
+192.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -4.9% | -3.6% |
| 7D | +1.3% | -4.7% | +6.0% | +4.4% |
| 30D | -4.8% | -0.9% | -3.8% | -4.2% |
| 3M | -19.9% | -11.9% | -8.0% | -14.0% |
| 6M | +15.4% | +0.9% | +14.5% | +11.9% |
| YTD | +59.2% | +40.4% | +18.8% | +22.4% |
| 1Y | +86.3% | +56.6% | +29.7% | +32.9% |
| 3Y | +318.2% | +125.5% | +192.7% | +123.2% |
| 5Y | +958.6% | +292.8% | +665.8% | +248.6% |
| 10Y | +996.8% | +787.1% | +209.7% | +83.3% |
| All | +996.8% | +804.7% | +192.1% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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