+1,025.5%
ATI vs TXG
-62.8%
+1,088.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.7% |
| 7D | -5.6% | +9.5% | -15.1% | -7.0% |
| 30D | -13.7% | +18.8% | -32.5% | -16.4% |
| 3M | -0.4% | +136.1% | -136.5% | -14.6% |
| 6M | +26.2% | +235.2% | -209.0% | +1.4% |
| YTD | +73.2% | +320.5% | -247.3% | +33.4% |
| 1Y | +161.6% | +425.2% | -263.6% | +91.6% |
| 3Y | +346.2% | +42.9% | +303.3% | +272.6% |
| All | +1,025.5% | -62.8% | +1,088.3% | +796.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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