+1,020.5%
ATI vs TECH
+1,478.3%
-457.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | 0.0% |
| 3M | -17.5% | +1.0% | -18.4% | -17.7% |
| 6M | +18.1% | +54.1% | -36.0% | +0.6% |
| YTD | +65.7% | +24.4% | +41.3% | +48.8% |
| 1Y | +91.9% | +19.3% | +72.6% | +74.6% |
| 3Y | +335.2% | +28.5% | +306.7% | +268.5% |
| 5Y | +1,004.3% | -41.0% | +1,045.2% | +1,094.7% |
| 10Y | +1,019.2% | +189.3% | +829.9% | +570.5% |
| All | +1,020.5% | +1,478.3% | -457.8% | +409.0% |
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 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