+363.6%
ATI vs WCN
+19.5%
+344.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +2.4% | -1.7% | +4.1% | +2.5% |
| 30D | -9.5% | -3.0% | -6.5% | -9.4% |
| 3M | +10.4% | +2.5% | +7.8% | +9.6% |
| 6M | +31.8% | -5.7% | +37.5% | +32.9% |
| YTD | +80.0% | -7.4% | +87.4% | +82.0% |
| 1Y | +175.8% | -8.6% | +184.4% | +179.6% |
| All | +363.6% | +19.5% | +344.1% | +349.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling