+326.8%
ATI vs URA
-31.1%
+357.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.5% |
| 7D | -0.1% | +1.1% | -1.1% | -0.7% |
| 30D | +2.7% | +7.4% | -4.7% | -1.8% |
| 3M | +16.3% | -8.4% | +24.7% | +20.8% |
| 6M | +30.2% | -12.7% | +42.9% | +37.6% |
| YTD | +83.6% | +7.8% | +75.8% | +68.3% |
| 1Y | +173.0% | +19.5% | +153.6% | +129.2% |
| 3Y | +356.6% | +116.4% | +240.2% | +148.0% |
| 5Y | +1,074.2% | +134.3% | +939.9% | +432.3% |
| 10Y | +1,136.2% | +359.3% | +777.0% | +217.2% |
| All | +326.8% | -31.1% | +357.9% | +212.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling