+1,091.6%
ATI vs WEC
+146.6%
+945.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.4% |
| 7D | -2.7% | -1.3% | -1.4% | -2.3% |
| 30D | -13.5% | -0.4% | -13.1% | -13.4% |
| 3M | +8.5% | -6.8% | +15.3% | +10.9% |
| 6M | +25.2% | -6.4% | +31.6% | +27.6% |
| YTD | +73.4% | +2.5% | +70.9% | +71.2% |
| 1Y | +160.5% | -0.4% | +160.9% | +159.1% |
| 3Y | +347.3% | +38.5% | +308.8% | +286.6% |
| 5Y | +1,049.0% | +31.7% | +1,017.3% | +903.7% |
| All | +1,091.6% | +146.6% | +945.0% | +1,102.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling