+1,091.6%
ATI vs WCC
+518.6%
+573.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.4% | -1.8% |
| 7D | -2.7% | +1.7% | -4.4% | -3.6% |
| 30D | -13.5% | -6.1% | -7.5% | -10.8% |
| 3M | +8.5% | +3.1% | +5.4% | +5.7% |
| 6M | +25.2% | +28.2% | -3.1% | +7.4% |
| YTD | +73.4% | +41.1% | +32.3% | +39.7% |
| 1Y | +160.5% | +61.3% | +99.2% | +92.6% |
| 3Y | +347.3% | +123.6% | +223.7% | +149.2% |
| 5Y | +1,049.0% | +214.8% | +834.2% | +359.1% |
| All | +1,091.6% | +518.6% | +573.1% | +143.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling