+1,141.3%
ATI vs WCC
+5,480.7%
-4,339.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.9% | -0.9% | +1.0% |
| 7D | -0.1% | +4.5% | -4.5% | -2.3% |
| 30D | +2.7% | -5.8% | +8.5% | +5.6% |
| 3M | +16.3% | -3.7% | +20.0% | +17.6% |
| 6M | +30.2% | +23.1% | +7.1% | +15.7% |
| YTD | +83.6% | +44.2% | +39.4% | +49.3% |
| 1Y | +173.0% | +62.1% | +110.9% | +107.1% |
| 3Y | +356.6% | +121.1% | +235.5% | +173.2% |
| 5Y | +1,074.2% | +214.0% | +860.2% | +439.9% |
| 10Y | +1,136.2% | +472.8% | +663.4% | +286.2% |
| All | +1,141.3% | +5,480.7% | -4,339.5% | +99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling