+1,098.9%
ATI vs URA
+128.0%
+970.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.7% |
| 7D | -0.1% | +1.1% | -1.1% | -0.5% |
| 30D | +2.7% | +7.4% | -4.7% | -0.3% |
| 3M | +16.3% | -8.4% | +24.7% | +19.3% |
| 6M | +30.2% | -12.7% | +42.9% | +35.3% |
| YTD | +83.6% | +7.8% | +75.8% | +74.8% |
| 1Y | +173.0% | +19.5% | +153.6% | +146.8% |
| 3Y | +356.6% | +116.4% | +240.2% | +218.1% |
| All | +1,098.9% | +128.0% | +970.9% | +694.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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