+976.7%
ATI vs TECH
+1,477.8%
-501.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.2% |
| 6M | +15.4% | +51.0% | -35.7% | -1.1% |
| YTD | +59.2% | +24.4% | +34.9% | +43.0% |
| 1Y | +86.3% | +27.4% | +58.8% | +65.5% |
| 3Y | +318.2% | +28.5% | +289.7% | +254.1% |
| 5Y | +958.6% | -40.9% | +999.5% | +1,044.8% |
| 10Y | +996.8% | +192.5% | +804.3% | +554.7% |
| All | +976.7% | +1,477.8% | -501.2% | +389.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling