+1,090.2%
ATI vs TRI
+196.2%
+894.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | -5.6% | -7.9% | +2.2% | -3.2% |
| 30D | -13.7% | -4.5% | -9.2% | -13.0% |
| 3M | -0.4% | +22.1% | -22.5% | -10.2% |
| 6M | +26.2% | -2.8% | +29.0% | +23.1% |
| YTD | +73.2% | -23.4% | +96.6% | +87.9% |
| 1Y | +161.6% | -41.5% | +203.1% | +233.0% |
| 3Y | +346.2% | -19.2% | +365.4% | +332.7% |
| 5Y | +1,047.6% | -9.4% | +1,057.0% | +894.8% |
| All | +1,090.2% | +196.2% | +894.0% | +397.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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