+1,090.2%
ATI vs WCN
+235.9%
+854.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.6% | -3.1% | -2.5% | -3.9% |
| 30D | -13.7% | -3.4% | -10.4% | -12.2% |
| 3M | -0.4% | +3.0% | -3.3% | -3.2% |
| 6M | +26.2% | -3.8% | +30.0% | +26.5% |
| YTD | +73.2% | -8.3% | +81.5% | +77.8% |
| 1Y | +161.6% | -9.7% | +171.4% | +169.8% |
| 3Y | +346.2% | +17.2% | +329.0% | +269.5% |
| 5Y | +1,047.6% | +25.3% | +1,022.4% | +780.1% |
| All | +1,090.2% | +235.9% | +854.4% | +439.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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