+91.9%
ATI vs TECH
+23.9%
+68.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +13.0% | +0.2% | +12.7% | +12.9% |
| 30D | +0.2% | +0.5% | -0.3% | +0.1% |
| 3M | -17.5% | +1.0% | -18.4% | -17.6% |
| 6M | +18.1% | +54.1% | -36.0% | +11.7% |
| YTD | +65.7% | +24.4% | +41.3% | +57.0% |
| 1Y | +91.9% | +19.3% | +72.6% | +83.7% |
| All | +91.9% | +23.9% | +68.0% | +83.7% |
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