+1,090.2%
ATI vs WAT
+170.9%
+919.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.9% |
| 7D | -5.6% | -0.3% | -5.4% | -5.5% |
| 30D | -13.7% | -1.9% | -11.9% | -13.1% |
| 3M | -0.4% | +13.5% | -13.9% | -6.8% |
| 6M | +26.2% | +37.2% | -11.0% | +6.2% |
| YTD | +73.2% | +7.5% | +65.7% | +63.0% |
| 1Y | +161.6% | +35.0% | +126.6% | +116.9% |
| 3Y | +346.2% | +55.1% | +291.1% | +217.0% |
| 5Y | +1,047.6% | -2.8% | +1,050.5% | +958.3% |
| All | +1,090.2% | +170.9% | +919.3% | +487.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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