+1,049.0%
ATI vs TRGP
+627.0%
+422.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.8% | -3.7% |
| 7D | -2.7% | -0.6% | -2.2% | -2.5% |
| 30D | -13.5% | +10.0% | -23.5% | -17.4% |
| 3M | +8.5% | +7.6% | +0.9% | +4.1% |
| 6M | +25.2% | +26.8% | -1.6% | +10.1% |
| YTD | +73.4% | +60.6% | +12.9% | +35.6% |
| 1Y | +160.5% | +82.5% | +78.0% | +89.7% |
| 3Y | +347.3% | +265.0% | +82.3% | +120.9% |
| 5Y | +1,049.0% | +645.9% | +403.1% | +242.6% |
| All | +1,049.0% | +627.0% | +422.0% | +242.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling