+1,090.2%
ATI vs TRU
+147.2%
+943.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.6% |
| 7D | -5.6% | -2.7% | -2.9% | -4.4% |
| 30D | -13.7% | -2.0% | -11.7% | -13.4% |
| 3M | -0.4% | +18.4% | -18.8% | -10.3% |
| 6M | +26.2% | +8.9% | +17.4% | +17.3% |
| YTD | +73.2% | -8.9% | +82.1% | +72.6% |
| 1Y | +161.6% | -15.9% | +177.5% | +169.3% |
| 3Y | +346.2% | -1.1% | +347.3% | +293.0% |
| 5Y | +1,047.6% | -35.2% | +1,082.8% | +1,185.9% |
| All | +1,090.2% | +147.2% | +943.1% | +688.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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