+86.5%
ATI vs WEC
+9.7%
+76.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.6% |
| 7D | +8.3% | +6.9% | +1.5% | +8.4% |
| 30D | -7.3% | +16.6% | -23.8% | -7.6% |
| 3M | -10.5% | +9.1% | -19.6% | -10.1% |
| 6M | +16.4% | +3.2% | +13.2% | +17.8% |
| YTD | +56.1% | +14.9% | +41.2% | +55.3% |
| 1Y | +86.5% | +9.2% | +77.3% | +90.5% |
| All | +86.5% | +9.7% | +76.8% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling