+901.1%
ATI vs URA
+33.4%
+867.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.4% | 0.0% | +2.7% |
| 7D | +6.2% | -4.1% | +10.3% | +8.0% |
| 30D | -7.1% | -19.0% | +11.9% | +1.0% |
| 3M | -21.3% | -25.1% | +3.8% | -12.3% |
| 6M | +6.5% | -44.5% | +51.0% | +32.7% |
| YTD | +53.2% | -24.3% | +77.5% | +66.5% |
| 1Y | +82.7% | -28.1% | +110.8% | +101.8% |
| 3Y | +314.3% | +40.7% | +273.6% | +228.8% |
| All | +901.1% | +33.4% | +867.7% | +670.7% |
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