+1,091.6%
ATI vs UUUU
+495.2%
+596.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.3% | +2.7% | -2.4% |
| 7D | -2.7% | -5.0% | +2.3% | -1.7% |
| 30D | -13.5% | -7.8% | -5.7% | -12.4% |
| 3M | +8.5% | -0.4% | +9.0% | +8.0% |
| 6M | +25.2% | -32.9% | +58.1% | +32.6% |
| YTD | +73.4% | -6.3% | +79.7% | +68.7% |
| 1Y | +160.5% | +7.9% | +152.6% | +138.6% |
| 3Y | +347.3% | +85.2% | +262.1% | +240.6% |
| 5Y | +1,049.0% | +97.0% | +952.0% | +696.8% |
| All | +1,091.6% | +495.2% | +596.4% | +417.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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