+346.7%
ATI vs UUUU
+83.7%
+263.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.3% | +2.7% | -2.6% |
| 7D | -2.7% | -5.0% | +2.3% | -1.9% |
| 30D | -13.5% | -7.8% | -5.7% | -12.6% |
| 3M | +8.5% | -0.4% | +9.0% | +8.0% |
| 6M | +25.2% | -32.9% | +58.1% | +30.8% |
| YTD | +73.4% | -6.3% | +79.7% | +70.5% |
| 1Y | +160.5% | +7.9% | +152.6% | +143.1% |
| All | +346.7% | +83.7% | +263.0% | +247.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling