+1,178.1%
ATI vs TXT
+100.3%
+1,077.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.8% |
| 7D | +2.4% | +0.8% | +1.6% | +1.7% |
| 30D | -9.5% | -10.4% | +0.9% | -0.7% |
| 3M | +10.4% | -14.3% | +24.7% | +24.8% |
| 6M | +31.8% | -15.1% | +46.9% | +50.2% |
| YTD | +80.0% | -8.3% | +88.3% | +90.7% |
| 1Y | +175.8% | -0.7% | +176.5% | +171.2% |
| 3Y | +364.2% | +6.0% | +358.3% | +315.9% |
| 5Y | +1,076.9% | +12.5% | +1,064.3% | +863.8% |
| 10Y | +1,178.1% | +103.2% | +1,074.9% | +444.7% |
| All | +1,178.1% | +100.3% | +1,077.8% | +444.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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