+86.5%
ATI vs VICR
+76.0%
+10.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.1% | +10.5% | +1.4% |
| 7D | +8.3% | -26.6% | +34.9% | +14.6% |
| 30D | -7.3% | -47.9% | +40.7% | +4.1% |
| 3M | -10.5% | -29.8% | +19.2% | -6.3% |
| 6M | +16.4% | -36.6% | +53.0% | +20.4% |
| YTD | +56.1% | +45.1% | +10.9% | +33.6% |
| 1Y | +86.5% | +80.0% | +6.5% | +54.2% |
| All | +86.5% | +76.0% | +10.6% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling