+1,025.5%
ATI vs UUUU
+79.1%
+946.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.8% |
| 7D | -5.6% | -10.5% | +4.9% | -3.8% |
| 30D | -13.7% | -10.5% | -3.2% | -12.2% |
| 3M | -0.4% | -14.1% | +13.8% | +1.7% |
| 6M | +26.2% | -35.5% | +61.7% | +34.0% |
| YTD | +73.2% | -10.9% | +84.1% | +70.6% |
| 1Y | +161.6% | +3.4% | +158.3% | +142.5% |
| 3Y | +346.2% | +73.1% | +273.0% | +245.4% |
| All | +1,025.5% | +79.1% | +946.4% | +729.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling