+930.3%
ATI vs TRMB
+102.3%
+828.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.5% |
| 7D | +4.2% | +2.8% | +1.3% | +2.5% |
| 30D | -2.5% | -5.9% | +3.3% | -0.8% |
| 3M | -19.4% | -3.3% | -16.1% | -19.9% |
| 6M | +11.1% | +1.3% | +9.7% | +5.4% |
| YTD | +59.5% | -29.0% | +88.5% | +86.7% |
| 1Y | +85.8% | -27.8% | +113.5% | +114.8% |
| 3Y | +311.9% | +36.3% | +275.6% | +208.3% |
| 5Y | +963.2% | -35.8% | +999.1% | +1,144.1% |
| All | +930.3% | +102.3% | +828.0% | +392.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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