+1,091.6%
ATI vs TRMB
+118.7%
+972.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -3.0% |
| 7D | -2.7% | -5.4% | +2.7% | +0.7% |
| 30D | -13.5% | -2.0% | -11.5% | -12.9% |
| 3M | +8.5% | +12.3% | -3.8% | -1.2% |
| 6M | +25.2% | -17.6% | +42.8% | +37.7% |
| YTD | +73.4% | -27.5% | +100.9% | +105.2% |
| 1Y | +160.5% | -29.1% | +189.6% | +211.2% |
| 3Y | +347.3% | +11.5% | +335.8% | +285.2% |
| 5Y | +1,049.0% | -39.5% | +1,088.4% | +1,339.6% |
| All | +1,091.6% | +118.7% | +972.9% | +391.4% |
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