+366.0%
ATI vs WEC
+42.2%
+323.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -1.6% |
| 7D | +3.2% | +0.8% | +2.4% | +3.1% |
| 30D | -9.0% | +0.3% | -9.3% | -9.0% |
| 3M | +15.1% | -2.9% | +18.0% | +15.1% |
| 6M | +38.1% | -5.9% | +44.0% | +38.5% |
| YTD | +80.7% | +4.1% | +76.5% | +80.5% |
| 1Y | +167.5% | +3.1% | +164.4% | +166.5% |
| 3Y | +366.0% | +40.8% | +325.2% | +343.9% |
| All | +366.0% | +42.2% | +323.8% | +343.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling