+930.3%
ATI vs WCN
+322.1%
+608.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | +4.2% | +2.6% | +1.6% | +2.8% |
| 30D | -2.5% | +23.9% | -26.5% | -14.2% |
| 3M | -19.4% | +17.4% | -36.8% | -27.1% |
| 6M | +11.1% | +28.0% | -16.9% | -5.8% |
| YTD | +59.5% | +11.6% | +48.0% | +45.5% |
| 1Y | +85.8% | +16.9% | +68.9% | +64.0% |
| 3Y | +311.9% | +51.6% | +260.3% | +190.1% |
| 5Y | +963.2% | +48.0% | +915.3% | +644.9% |
| All | +930.3% | +322.1% | +608.3% | +292.3% |
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