+1,049.0%
ATI vs TRI
-11.1%
+1,060.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.3% | -3.6% |
| 7D | -2.7% | -14.4% | +11.7% | -2.1% |
| 30D | -13.5% | -8.1% | -5.4% | -13.3% |
| 3M | +8.5% | +17.5% | -9.0% | +6.3% |
| 6M | +25.2% | -5.0% | +30.1% | +26.7% |
| YTD | +73.4% | -24.7% | +98.1% | +88.1% |
| 1Y | +160.5% | -41.5% | +202.0% | +209.4% |
| 3Y | +347.3% | -20.3% | +367.6% | +343.0% |
| 5Y | +1,049.0% | -10.9% | +1,059.9% | +883.2% |
| All | +1,049.0% | -11.1% | +1,060.1% | +883.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling