+1,090.2%
ATI vs TRGP
+863.3%
+227.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -5.6% | +0.1% | -5.7% | -5.7% |
| 30D | -13.7% | +8.0% | -21.8% | -16.8% |
| 3M | -0.4% | +8.3% | -8.6% | -4.4% |
| 6M | +26.2% | +23.9% | +2.3% | +13.4% |
| YTD | +73.2% | +59.6% | +13.6% | +39.4% |
| 1Y | +161.6% | +79.4% | +82.2% | +99.0% |
| 3Y | +346.2% | +269.4% | +76.7% | +145.4% |
| 5Y | +1,047.6% | +641.6% | +406.0% | +365.5% |
| All | +1,090.2% | +863.3% | +227.0% | +256.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling