+1,088.8%
ATI vs TRMB
-37.5%
+1,126.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | +3.2% | -0.3% | +3.4% | +3.3% |
| 30D | -9.0% | -1.2% | -7.8% | -8.8% |
| 3M | +15.1% | +9.6% | +5.5% | +8.7% |
| 6M | +38.1% | -16.1% | +54.3% | +48.3% |
| YTD | +80.7% | -25.0% | +105.6% | +104.2% |
| 1Y | +167.5% | -27.7% | +195.2% | +207.2% |
| 3Y | +366.0% | +15.3% | +350.7% | +320.4% |
| 5Y | +1,088.8% | -37.4% | +1,126.2% | +1,235.3% |
| All | +1,088.8% | -37.5% | +1,126.3% | +1,235.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling