+1,076.9%
ATI vs WCC
+228.2%
+848.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.2% |
| 7D | +2.4% | +6.8% | -4.4% | -0.5% |
| 30D | -9.5% | -3.0% | -6.5% | -8.5% |
| 3M | +10.4% | +0.2% | +10.2% | +9.6% |
| 6M | +31.8% | +33.2% | -1.4% | +16.0% |
| YTD | +80.0% | +45.8% | +34.2% | +51.7% |
| 1Y | +175.8% | +68.4% | +107.4% | +117.5% |
| 3Y | +364.2% | +131.1% | +233.1% | +203.2% |
| 5Y | +1,076.9% | +225.6% | +851.3% | +490.1% |
| All | +1,076.9% | +228.2% | +848.7% | +490.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling