+173.0%
ATI vs TECH
+36.9%
+136.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +2.7% | +0.7% | +2.0% | +2.6% |
| 3M | +16.3% | +36.3% | -20.0% | +11.6% |
| 6M | +30.2% | +25.6% | +4.6% | +25.3% |
| YTD | +83.6% | +23.7% | +59.9% | +76.1% |
| 1Y | +173.0% | +37.6% | +135.4% | +154.7% |
| All | +173.0% | +36.9% | +136.1% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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