+958.6%
ATI vs TECH
-40.2%
+998.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | -4.8% | +0.5% | -5.3% | -4.9% |
| 3M | -19.9% | +1.1% | -21.0% | -20.1% |
| 6M | +15.4% | +51.0% | -35.7% | +2.6% |
| YTD | +59.2% | +24.4% | +34.9% | +46.9% |
| 1Y | +86.3% | +27.4% | +58.8% | +70.3% |
| 3Y | +318.2% | +28.5% | +289.7% | +265.4% |
| 5Y | +958.6% | -40.9% | +999.5% | +938.0% |
| All | +958.6% | -40.2% | +998.8% | +938.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling