+86.5%
ATI vs WCC
+24.5%
+62.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.9% | +9.2% | +4.4% |
| 7D | +8.3% | -8.8% | +17.1% | +13.1% |
| 30D | -7.3% | -16.0% | +8.8% | +1.0% |
| 3M | -10.5% | -15.2% | +4.7% | -3.4% |
| 6M | +16.4% | -8.4% | +24.7% | +19.9% |
| YTD | +56.1% | +30.1% | +26.0% | +33.2% |
| 1Y | +86.5% | +26.4% | +60.1% | +61.1% |
| All | +86.5% | +24.5% | +62.1% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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