+366.0%
ATI vs TECH
-0.6%
+366.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | -9.0% | +0.1% | -9.1% | -9.0% |
| 3M | +15.1% | +37.5% | -22.4% | +5.8% |
| 6M | +38.1% | +34.6% | +3.6% | +25.9% |
| YTD | +80.7% | +23.5% | +57.2% | +67.8% |
| 1Y | +167.5% | +34.4% | +133.1% | +140.2% |
| 3Y | +366.0% | +2.3% | +363.7% | +343.3% |
| All | +366.0% | -0.6% | +366.6% | +343.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling