+1,550.4%
ATI vs TRI
+518.6%
+1,031.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | +2.9% |
| 7D | +3.2% | -7.1% | +10.3% | +7.8% |
| 30D | -9.0% | -2.3% | -6.7% | -9.0% |
| 3M | +15.1% | +19.6% | -4.5% | -5.3% |
| 6M | +38.1% | -8.7% | +46.8% | +32.6% |
| YTD | +80.7% | -22.3% | +102.9% | +86.6% |
| 1Y | +167.5% | -40.7% | +208.2% | +241.2% |
| 3Y | +366.0% | -17.8% | +383.8% | +325.5% |
| 5Y | +1,088.8% | -8.5% | +1,097.3% | +855.6% |
| 10Y | +1,055.0% | +192.6% | +862.4% | +212.6% |
| All | +1,550.4% | +518.6% | +1,031.8% | +134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling