+311.9%
ATI vs TRGP
+274.3%
+37.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.3% | -4.1% | -3.8% |
| 7D | +4.2% | +12.4% | -8.2% | +0.9% |
| 30D | -2.5% | +2.6% | -5.1% | -3.6% |
| 3M | -19.4% | +11.9% | -31.3% | -22.7% |
| 6M | +11.1% | +13.9% | -2.8% | +5.2% |
| YTD | +59.5% | +64.2% | -4.6% | +29.9% |
| 1Y | +85.8% | +78.5% | +7.3% | +45.8% |
| 3Y | +311.9% | +272.9% | +39.0% | +166.9% |
| All | +311.9% | +274.3% | +37.6% | +166.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling