+161.6%
ATI vs TRU
-13.7%
+175.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -5.6% | -2.7% | -2.9% | -5.7% |
| 30D | -13.7% | -2.0% | -11.7% | -13.8% |
| 3M | -0.4% | +18.4% | -18.8% | -1.9% |
| 6M | +26.2% | +8.9% | +17.4% | +25.3% |
| YTD | +73.2% | -8.9% | +82.1% | +74.3% |
| 1Y | +161.6% | -15.9% | +177.5% | +159.2% |
| All | +161.6% | -13.7% | +175.3% | +159.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling