+930.3%
ATI vs TRGP
+822.5%
+107.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.1% | -3.9% |
| 7D | +4.2% | +12.4% | -8.2% | -0.7% |
| 30D | -2.5% | +2.6% | -5.1% | -4.0% |
| 3M | -19.4% | +11.9% | -31.3% | -23.8% |
| 6M | +11.1% | +13.9% | -2.8% | +3.5% |
| YTD | +59.5% | +64.2% | -4.6% | +26.4% |
| 1Y | +85.8% | +78.5% | +7.3% | +41.9% |
| 3Y | +311.9% | +272.9% | +39.0% | +125.9% |
| 5Y | +963.2% | +510.7% | +452.5% | +367.6% |
| All | +930.3% | +822.5% | +107.8% | +235.1% |
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