+161.6%
ATI vs TRI
-40.4%
+202.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | +0.3% |
| 7D | -5.6% | -7.9% | +2.2% | -7.3% |
| 30D | -13.7% | -4.5% | -9.2% | -14.3% |
| 3M | -0.4% | +22.1% | -22.5% | +5.5% |
| 6M | +26.2% | -2.8% | +29.0% | +30.6% |
| YTD | +73.2% | -23.4% | +96.6% | +78.0% |
| 1Y | +161.6% | -41.5% | +203.1% | +152.4% |
| All | +161.6% | -40.4% | +202.0% | +152.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling